+212.9%
WBD vs AMBA
+38.2%
+174.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -12.7% | +26.5% | +16.2% |
| 7D | +13.8% | -12.7% | +26.5% | +16.2% |
| 30D | +13.8% | -12.7% | +26.5% | +16.2% |
| 3M | +13.8% | -12.7% | +26.5% | +16.2% |
| 6M | +13.3% | +35.1% | -21.8% | +5.0% |
| YTD | +7.4% | -3.6% | +11.0% | +6.0% |
| 1Y | +63.0% | -18.9% | +81.9% | +64.1% |
| All | +212.9% | +38.2% | +174.8% | +151.1% |
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 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