+476.4%
WCC vs AMBA
-7.1%
+483.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.6% | +4.1% |
| 7D | +4.5% | -11.0% | +15.4% | +8.3% |
| 30D | -5.8% | -23.2% | +17.4% | +2.3% |
| 3M | -3.7% | -12.7% | +9.1% | -3.0% |
| 6M | +23.1% | +11.2% | +11.8% | +12.3% |
| YTD | +44.2% | -11.2% | +55.4% | +40.3% |
| 1Y | +62.1% | -22.5% | +84.6% | +62.2% |
| 3Y | +121.1% | -1.3% | +122.4% | +92.2% |
| 5Y | +214.0% | -54.2% | +268.1% | +209.4% |
| All | +476.4% | -7.1% | +483.5% | +297.8% |
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