+417.7%
WCC vs AMBA
-0.9%
+418.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.1% | -1.2% |
| 7D | +9.9% | +2.7% | +7.3% | +9.1% |
| 30D | -8.4% | -2.2% | -6.3% | -7.7% |
| 3M | -10.3% | -26.6% | +16.3% | -1.4% |
| 6M | -10.5% | -26.8% | +16.3% | -6.1% |
| YTD | +32.2% | -15.1% | +47.3% | +30.2% |
| 1Y | +25.5% | -32.3% | +57.8% | +31.9% |
| 3Y | +134.7% | +19.8% | +114.9% | +91.5% |
| 5Y | +139.9% | -69.2% | +209.2% | +169.9% |
| All | +417.7% | -0.9% | +418.6% | +237.2% |
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