-12.5%
WBD vs AMBA
+64.1%
-76.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.3% |
| 7D | +1.0% | +5.2% | -4.2% | -0.2% |
| 30D | +26.7% | +5.5% | +21.3% | +24.8% |
| 3M | +91.1% | +42.6% | +48.6% | +75.3% |
| 6M | +164.8% | +75.7% | +89.2% | +130.3% |
| YTD | +114.5% | +23.3% | +91.2% | +98.1% |
| 1Y | +141.9% | +45.9% | +96.0% | +116.0% |
| 3Y | +120.7% | +63.3% | +57.5% | +88.1% |
| 5Y | +8.3% | +49.1% | -40.8% | -14.5% |
| All | -12.5% | +64.1% | -76.6% | -35.1% |
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