+325.8%
HWM vs AMBA
+16.7%
+309.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.1% | -3.7% | +1.5% |
| 7D | +3.3% | -7.2% | +10.5% | +4.4% |
| 30D | -7.6% | -10.4% | +2.8% | -6.3% |
| 3M | -28.9% | -30.1% | +1.2% | -25.5% |
| 6M | -19.7% | -22.4% | +2.8% | -19.1% |
| YTD | +0.5% | -17.3% | +17.9% | -1.1% |
| 1Y | +0.3% | -35.4% | +35.6% | +2.7% |
| 3Y | +325.8% | +18.6% | +307.2% | +260.5% |
| All | +325.8% | +16.7% | +309.1% | +260.5% |
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