+595.8%
WDC vs AMBA
-69.1%
+664.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.6% |
| 7D | -16.7% | -2.6% | -14.1% | -15.5% |
| 30D | -27.2% | -10.5% | -16.7% | -23.7% |
| 3M | -34.0% | -26.4% | -7.6% | -26.2% |
| 6M | -39.7% | -20.9% | -18.8% | -36.4% |
| YTD | +68.1% | -14.8% | +82.8% | +71.4% |
| 1Y | +66.3% | -36.1% | +102.4% | +85.6% |
| 3Y | +754.4% | +20.2% | +734.2% | +619.3% |
| 5Y | +595.8% | -67.2% | +663.0% | +604.0% |
| All | +595.8% | -69.1% | +664.9% | +604.0% |
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