+674.1%
WPM vs AMBA
+4.3%
+669.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -4.9% |
| 7D | +16.4% | -2.6% | +19.0% | +16.5% |
| 30D | -1.5% | -10.5% | +9.0% | -0.7% |
| 3M | +2.6% | -26.4% | +29.0% | +4.8% |
| 6M | -1.3% | -20.9% | +19.6% | -0.7% |
| YTD | +16.8% | -14.8% | +31.6% | +16.4% |
| 1Y | +34.1% | -36.1% | +70.2% | +36.1% |
| 3Y | +225.1% | +20.2% | +204.9% | +209.8% |
| 5Y | +234.5% | -67.2% | +301.7% | +230.2% |
| 10Y | +674.1% | +5.0% | +669.1% | +612.9% |
| All | +674.1% | +4.3% | +669.8% | +612.9% |
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