+124.9%
WFC vs AMBA
+23.1%
+101.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.6% |
| 7D | +0.9% | -2.7% | +3.5% | +1.1% |
| 30D | +3.3% | -10.5% | +13.7% | +4.5% |
| 3M | -1.4% | -26.4% | +25.0% | +2.1% |
| 6M | +14.7% | -20.9% | +35.6% | +14.9% |
| YTD | -5.9% | -14.8% | +8.9% | -7.8% |
| 1Y | +1.8% | -36.1% | +37.9% | +4.5% |
| 3Y | +124.9% | +20.2% | +104.7% | +96.7% |
| All | +124.9% | +23.1% | +101.8% | +96.7% |
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