+283.8%
CDW vs AMBA
-7.1%
+290.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +3.2% | -11.0% | +14.1% | +5.6% |
| 30D | +9.3% | -23.2% | +32.4% | +15.2% |
| 3M | +9.8% | -12.7% | +22.5% | +10.0% |
| 6M | +23.3% | +11.2% | +12.1% | +14.6% |
| YTD | +13.7% | -11.2% | +24.9% | +10.3% |
| 1Y | -6.5% | -22.5% | +16.1% | -7.6% |
| 3Y | -25.2% | -1.3% | -23.9% | -33.9% |
| 5Y | -19.5% | -54.2% | +34.7% | -23.4% |
| All | +283.8% | -7.1% | +290.8% | +162.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling