+465.9%
WCC vs AMBA
+12.8%
+453.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +5.3% | +2.9% | +6.4% |
| 7D | -5.7% | 0.0% | -5.6% | -5.5% |
| 30D | -13.5% | -8.6% | -4.9% | -10.8% |
| 3M | -12.9% | -29.0% | +16.1% | -3.2% |
| 6M | -10.7% | -19.2% | +8.5% | -9.4% |
| YTD | +30.0% | -13.0% | +43.0% | +27.0% |
| 1Y | +24.7% | -31.3% | +56.0% | +30.4% |
| 3Y | +136.6% | +28.1% | +108.4% | +88.8% |
| 5Y | +143.9% | -69.4% | +213.4% | +174.5% |
| 10Y | +465.9% | +7.6% | +458.3% | +267.9% |
| All | +465.9% | +12.8% | +453.1% | +267.9% |
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