-35.5%
WU vs AMBA
+4.3%
-39.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.2% | +1.4% |
| 7D | +11.0% | -2.6% | +13.7% | +11.1% |
| 30D | +13.4% | -10.5% | +23.9% | +14.4% |
| 3M | +2.2% | -26.4% | +28.7% | +4.9% |
| 6M | -18.2% | -20.9% | +2.7% | -18.6% |
| YTD | -18.3% | -14.8% | -3.5% | -20.1% |
| 1Y | -12.2% | -36.1% | +23.9% | -11.3% |
| 3Y | -20.8% | +20.2% | -41.0% | -29.3% |
| 5Y | -42.6% | -67.2% | +24.7% | -43.1% |
| 10Y | -35.5% | +5.0% | -40.4% | -51.9% |
| All | -35.5% | +4.3% | -39.8% | -51.9% |
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