+319.5%
CDW vs AMBA
+12.8%
+306.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.3% | -0.4% | +3.8% |
| 7D | +9.3% | 0.0% | +9.4% | +9.2% |
| 30D | +15.8% | -8.6% | +24.4% | +17.7% |
| 3M | +21.8% | -29.0% | +50.8% | +29.7% |
| 6M | +58.8% | -19.2% | +78.0% | +58.4% |
| YTD | +22.8% | -13.0% | +35.8% | +18.9% |
| 1Y | +17.9% | -31.3% | +49.2% | +19.6% |
| 3Y | -17.4% | +28.1% | -45.6% | -31.6% |
| 5Y | -5.7% | -69.4% | +63.7% | -1.3% |
| 10Y | +319.5% | +7.6% | +311.9% | +174.9% |
| All | +319.5% | +12.8% | +306.7% | +174.9% |
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