-36.1%
AMBA vs WTW
+4.1%
-40.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -1.4% |
| 7D | -2.6% | +1.6% | -4.2% | -2.0% |
| 30D | -10.5% | +12.4% | -22.8% | -6.4% |
| 3M | -26.4% | -2.6% | -23.8% | -26.6% |
| 6M | -20.9% | +30.8% | -51.6% | -12.1% |
| YTD | -14.8% | +2.3% | -17.1% | -3.9% |
| 1Y | -36.1% | +4.9% | -40.9% | -28.1% |
| All | -36.1% | +4.1% | -40.2% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling