+322.9%
WMB vs AMBA
-7.1%
+330.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +0.6% | -11.0% | +11.5% | +1.9% |
| 30D | +3.3% | -23.2% | +26.4% | +6.4% |
| 3M | +3.1% | -12.7% | +15.8% | +3.1% |
| 6M | -0.7% | +11.2% | -11.9% | -4.6% |
| YTD | +25.2% | -11.2% | +36.4% | +23.1% |
| 1Y | +32.9% | -22.5% | +55.4% | +31.8% |
| 3Y | +140.6% | -1.3% | +141.9% | +121.4% |
| 5Y | +273.5% | -54.2% | +327.6% | +255.2% |
| All | +322.9% | -7.1% | +330.0% | +208.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling