-18.2%
WU vs AMBA
-23.1%
+4.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.1% | -8.1% | -1.1% |
| 7D | +11.7% | -7.2% | +18.9% | +10.8% |
| 30D | +12.6% | -10.4% | +23.0% | +11.4% |
| 3M | -0.5% | -30.1% | +29.6% | -4.6% |
| 6M | -18.2% | -22.4% | +4.2% | -19.7% |
| All | -18.2% | -23.1% | +4.9% | -19.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling