-13.1%
UUUU vs AMBA
+16.7%
-29.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.1% | -1.0% |
| 7D | -13.6% | -7.2% | -6.4% | -11.4% |
| 30D | -35.1% | -10.4% | -24.7% | -32.7% |
| 3M | -48.4% | -30.1% | -18.2% | -42.1% |
| 6M | -71.7% | -22.4% | -49.3% | -70.4% |
| YTD | -54.2% | -17.3% | -36.8% | -53.7% |
| 1Y | -56.0% | -35.4% | -20.6% | -52.3% |
| 3Y | -13.1% | +18.6% | -31.7% | -19.7% |
| All | -13.1% | +16.7% | -29.8% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling