-24.6%
WU vs AMBA
+23.6%
-48.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.1% |
| 7D | -5.3% | +10.7% | -15.9% | -5.5% |
| 30D | +9.0% | -5.0% | +14.1% | +9.1% |
| 3M | -3.6% | -26.9% | +23.3% | -2.6% |
| 6M | -19.4% | -21.9% | +2.5% | -19.7% |
| YTD | -21.7% | -13.8% | -7.9% | -23.3% |
| 1Y | -16.1% | -36.1% | +19.9% | -15.3% |
| All | -24.6% | +23.6% | -48.2% | -31.6% |
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