+45.7%
WST vs AMBA
-32.7%
+78.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.1% | -4.3% | +1.6% |
| 7D | -3.1% | -7.2% | +4.1% | -2.8% |
| 30D | +9.1% | -10.4% | +19.5% | +9.5% |
| 3M | +14.7% | -30.1% | +44.8% | +16.4% |
| 6M | +28.0% | -22.4% | +50.4% | +27.6% |
| YTD | +45.6% | -17.3% | +63.0% | +41.7% |
| 1Y | +45.7% | -35.4% | +81.0% | +45.5% |
| All | +45.7% | -32.7% | +78.4% | +45.5% |
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 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