+132.9%
WFC vs AMBA
-1.0%
+133.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.0% |
| 7D | +3.8% | -11.0% | +14.7% | +5.3% |
| 30D | +1.5% | -23.2% | +24.6% | +4.9% |
| 3M | +10.9% | -12.7% | +23.6% | +10.9% |
| 6M | +8.4% | +11.2% | -2.8% | +2.1% |
| YTD | -1.9% | -11.2% | +9.3% | -4.1% |
| 1Y | +12.3% | -22.5% | +34.9% | +11.0% |
| All | +132.9% | -1.0% | +133.9% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling