+1,474.6%
HWM vs AMBA
-0.9%
+1,475.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | +7.3% | +2.7% | +4.6% | +6.7% |
| 30D | +1.6% | -2.2% | +3.8% | +1.9% |
| 3M | -21.9% | -26.6% | +4.8% | -17.2% |
| 6M | -19.0% | -26.8% | +7.7% | -17.1% |
| YTD | +7.9% | -15.1% | +23.1% | +5.5% |
| 1Y | +9.9% | -32.3% | +42.2% | +12.3% |
| 3Y | +342.1% | +19.8% | +322.3% | +268.3% |
| 5Y | +600.8% | -69.2% | +670.0% | +638.7% |
| All | +1,474.6% | -0.9% | +1,475.5% | +912.4% |
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