-21.5%
CDW vs AMBA
+10.0%
-31.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -9.4% | +3.3% | -4.7% |
| 7D | -4.1% | -14.6% | +10.4% | -1.8% |
| 30D | +16.7% | -18.8% | +35.5% | +20.3% |
| 3M | +13.6% | -32.6% | +46.2% | +20.2% |
| 6M | +17.0% | -25.8% | +42.8% | +17.5% |
| YTD | +18.1% | -22.1% | +40.3% | +16.1% |
| 1Y | +10.5% | -36.2% | +46.7% | +12.5% |
| All | -21.5% | +10.0% | -31.5% | -34.5% |
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 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