+42.9%
WST vs AMBA
-25.6%
+68.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.5% |
| 7D | +1.3% | -8.1% | +9.3% | +1.6% |
| 30D | +8.5% | -10.8% | +19.3% | +8.9% |
| 3M | +17.2% | -25.9% | +43.1% | +18.5% |
| 6M | +36.3% | -13.9% | +50.1% | +34.9% |
| YTD | +48.9% | -14.0% | +62.9% | +45.0% |
| 1Y | +42.9% | -25.7% | +68.6% | +40.4% |
| All | +42.9% | -25.6% | +68.5% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling