+298.9%
CDW vs AMBA
-0.9%
+299.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.3% |
| 7D | +9.3% | +2.7% | +6.6% | +8.7% |
| 30D | +14.4% | -2.2% | +16.5% | +14.7% |
| 3M | +21.4% | -26.6% | +48.1% | +28.5% |
| 6M | +72.8% | -26.8% | +99.6% | +76.3% |
| YTD | +28.0% | -15.1% | +43.2% | +24.6% |
| 1Y | +19.3% | -32.3% | +51.6% | +21.4% |
| 3Y | -15.3% | +19.8% | -35.1% | -28.8% |
| 5Y | -3.8% | -69.2% | +65.4% | +0.6% |
| All | +298.9% | -0.9% | +299.8% | +163.1% |
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