+1,516.2%
HWM vs AMBA
+4.3%
+1,511.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +1.7% |
| 7D | -1.8% | -2.6% | +0.9% | -1.2% |
| 30D | -2.7% | -10.5% | +7.8% | -0.6% |
| 3M | -22.7% | -26.4% | +3.7% | -18.1% |
| 6M | -18.9% | -20.9% | +1.9% | -18.4% |
| YTD | +7.1% | -14.8% | +21.9% | +4.6% |
| 1Y | +4.7% | -36.1% | +40.7% | +8.4% |
| 3Y | +345.6% | +20.2% | +325.3% | +270.8% |
| 5Y | +588.3% | -67.2% | +655.5% | +613.4% |
| 10Y | +1,516.2% | +5.0% | +1,511.2% | +935.5% |
| All | +1,516.2% | +4.3% | +1,511.8% | +935.5% |
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 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