+276.0%
WAB vs AMBA
+4.2%
+271.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | +4.0% | -2.6% | +6.7% | +4.5% |
| 30D | +6.3% | -10.5% | +16.8% | +8.4% |
| 3M | +3.3% | -26.4% | +29.7% | +8.7% |
| 6M | +14.5% | -20.9% | +35.4% | +15.1% |
| YTD | +42.7% | -14.8% | +57.5% | +39.8% |
| 1Y | +45.2% | -36.1% | +81.3% | +49.8% |
| 3Y | +173.8% | +20.2% | +153.5% | +133.5% |
| 5Y | +223.8% | -67.2% | +291.0% | +232.1% |
| All | +276.0% | +4.2% | +271.8% | +159.7% |
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