+455.1%
WCC vs AMBA
-0.9%
+455.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.1% | -4.0% | +0.2% |
| 7D | -14.7% | -7.2% | -7.5% | -12.5% |
| 30D | -20.1% | -10.4% | -9.7% | -17.2% |
| 3M | -21.2% | -30.1% | +9.0% | -12.1% |
| 6M | -19.2% | -22.4% | +3.3% | -17.0% |
| YTD | +20.2% | -17.3% | +37.6% | +19.4% |
| 1Y | +14.5% | -35.4% | +49.8% | +22.0% |
| 3Y | +115.1% | +18.6% | +96.5% | +75.9% |
| 5Y | +121.5% | -69.8% | +191.3% | +150.0% |
| All | +455.1% | -0.9% | +455.9% | +267.3% |
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