+213.3%
WPM vs AMBA
+16.7%
+196.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +2.3% |
| 7D | +16.9% | -7.2% | +24.2% | +17.7% |
| 30D | +2.0% | -10.4% | +12.3% | +3.0% |
| 3M | +8.9% | -30.1% | +39.1% | +12.7% |
| 6M | +1.6% | -22.4% | +24.0% | +2.4% |
| YTD | +16.5% | -17.3% | +33.8% | +16.1% |
| 1Y | +42.2% | -35.4% | +77.6% | +44.1% |
| 3Y | +213.3% | +18.6% | +194.7% | +203.2% |
| All | +213.3% | +16.7% | +196.6% | +203.2% |
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