+1,523.0%
HWM vs AMBA
-0.9%
+1,523.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.1% | -3.7% | +1.2% |
| 7D | +3.3% | -7.2% | +10.5% | +4.9% |
| 30D | -7.6% | -10.4% | +2.8% | -5.7% |
| 3M | -28.9% | -30.1% | +1.2% | -23.9% |
| 6M | -19.7% | -22.4% | +2.8% | -18.9% |
| YTD | +0.5% | -17.3% | +17.9% | -1.2% |
| 1Y | +0.3% | -35.4% | +35.6% | +3.4% |
| 3Y | +325.8% | +18.6% | +307.2% | +255.1% |
| 5Y | +524.7% | -69.8% | +594.6% | +559.7% |
| All | +1,523.0% | -0.9% | +1,523.8% | +952.7% |
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