+142.3%
WMB vs AMBA
-1.0%
+143.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +0.6% | -11.0% | +11.5% | +1.2% |
| 30D | +3.3% | -23.2% | +26.4% | +4.7% |
| 3M | +3.1% | -12.7% | +15.8% | +3.1% |
| 6M | -0.7% | +11.2% | -11.9% | -3.1% |
| YTD | +25.2% | -11.2% | +36.4% | +23.9% |
| 1Y | +32.9% | -22.5% | +55.4% | +32.2% |
| All | +142.3% | -1.0% | +143.3% | +128.1% |
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