+928.6%
WDC vs AMBA
-54.5%
+983.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.6% | +6.1% |
| 7D | +1.7% | -11.0% | +12.7% | +6.1% |
| 30D | -10.0% | -23.2% | +13.2% | -1.4% |
| 3M | -18.8% | -12.7% | -6.0% | -16.0% |
| 6M | +79.0% | +11.2% | +67.8% | +67.3% |
| YTD | +171.6% | -11.2% | +182.8% | +172.5% |
| 1Y | +417.4% | -22.5% | +439.9% | +436.9% |
| 3Y | +1,251.8% | -1.3% | +1,253.1% | +1,108.0% |
| All | +928.6% | -54.5% | +983.1% | +871.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling