+657.6%
GWW vs AMBA
+12.8%
+644.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.8% | -0.1% |
| 7D | +5.1% | 0.0% | +5.1% | +5.0% |
| 30D | +12.2% | -8.6% | +20.8% | +13.2% |
| 3M | +13.5% | -29.0% | +42.5% | +17.6% |
| 6M | +17.8% | -19.2% | +37.0% | +17.9% |
| YTD | +44.3% | -13.0% | +57.3% | +41.9% |
| 1Y | +52.8% | -31.3% | +84.1% | +54.3% |
| 3Y | +89.9% | +28.1% | +61.7% | +68.7% |
| 5Y | +214.5% | -69.4% | +283.9% | +222.0% |
| 10Y | +657.6% | +7.6% | +650.0% | +458.7% |
| All | +657.6% | +12.8% | +644.8% | +458.7% |
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