+567.0%
WDC vs AMBA
-69.7%
+636.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.5% | -3.5% | -4.4% |
| 7D | +12.1% | +2.7% | +9.4% | +11.2% |
| 30D | -18.8% | -2.2% | -16.6% | -17.6% |
| 3M | -39.3% | -26.6% | -12.7% | -32.0% |
| 6M | -40.1% | -26.8% | -13.4% | -35.0% |
| YTD | +71.8% | -15.1% | +86.9% | +75.6% |
| 1Y | +88.5% | -32.3% | +120.7% | +106.3% |
| 3Y | +770.0% | +19.8% | +750.2% | +635.3% |
| All | +567.0% | -69.7% | +636.7% | +573.1% |
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