+281.4%
WMB vs AMBA
-0.9%
+282.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | +7.8% | +2.7% | +5.1% | +7.5% |
| 30D | -5.1% | -2.2% | -2.9% | -4.9% |
| 3M | -4.7% | -26.6% | +21.9% | -1.5% |
| 6M | -7.4% | -26.8% | +19.4% | -6.1% |
| YTD | +17.5% | -15.1% | +32.6% | +15.9% |
| 1Y | +19.5% | -32.3% | +51.7% | +20.9% |
| 3Y | +121.3% | +19.8% | +101.5% | +97.4% |
| 5Y | +200.5% | -69.2% | +269.8% | +209.0% |
| All | +281.4% | -0.9% | +282.3% | +170.5% |
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