+443.3%
WCC vs AMBA
-6.6%
+449.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -9.4% | -0.1% | -6.5% |
| 7D | -21.9% | -14.6% | -7.3% | -17.6% |
| 30D | -25.4% | -18.8% | -6.6% | -20.2% |
| 3M | -23.1% | -32.6% | +9.5% | -13.2% |
| 6M | -18.1% | -25.8% | +7.8% | -14.6% |
| YTD | +17.7% | -22.1% | +39.8% | +19.2% |
| 1Y | +12.4% | -36.2% | +48.6% | +20.2% |
| 3Y | +105.9% | +10.0% | +95.9% | +72.6% |
| 5Y | +116.8% | -71.6% | +188.4% | +149.5% |
| All | +443.3% | -6.6% | +449.9% | +266.6% |
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