+277.4%
WMB vs AMBA
+722.2%
-444.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.4% | +4.1% | -4.2% |
| 7D | -14.2% | -14.6% | +0.4% | -12.6% |
| 30D | -11.2% | -18.8% | +7.6% | -9.2% |
| 3M | -9.9% | -32.6% | +22.7% | -6.0% |
| 6M | -14.4% | -25.8% | +11.5% | -13.4% |
| YTD | +9.2% | -22.1% | +31.4% | +9.0% |
| 1Y | +15.1% | -36.2% | +51.3% | +17.1% |
| 3Y | +99.2% | +10.0% | +89.2% | +81.3% |
| 5Y | +180.2% | -71.6% | +251.8% | +188.2% |
| 10Y | +273.7% | -4.7% | +278.5% | +194.4% |
| All | +277.4% | +722.2% | -444.8% | +124.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling