+264.5%
WMB vs AMBA
-0.9%
+265.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -1.0% |
| 7D | -13.8% | -7.2% | -6.6% | -13.1% |
| 30D | -10.3% | -10.4% | +0.1% | -9.3% |
| 3M | -10.1% | -30.1% | +20.1% | -6.6% |
| 6M | -11.8% | -22.4% | +10.6% | -11.3% |
| YTD | +8.9% | -17.3% | +26.3% | +7.8% |
| 1Y | +14.0% | -35.4% | +49.4% | +15.9% |
| 3Y | +100.5% | +18.6% | +81.9% | +79.0% |
| 5Y | +179.5% | -69.8% | +249.3% | +187.5% |
| All | +264.5% | -0.9% | +265.3% | +158.9% |
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