+305.7%
WCN vs AMBA
+4.3%
+301.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.7% |
| 7D | +2.6% | -2.6% | +5.3% | +2.7% |
| 30D | +25.3% | -10.5% | +35.8% | +25.9% |
| 3M | +15.2% | -26.4% | +41.6% | +16.9% |
| 6M | +26.4% | -20.9% | +47.3% | +26.4% |
| YTD | +9.9% | -14.8% | +24.7% | +8.9% |
| 1Y | +16.2% | -36.1% | +52.2% | +17.2% |
| 3Y | +49.4% | +20.2% | +29.2% | +39.2% |
| 5Y | +46.2% | -67.2% | +113.4% | +46.5% |
| 10Y | +305.7% | +5.0% | +300.8% | +234.2% |
| All | +305.7% | +4.3% | +301.4% | +234.2% |
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