+487.9%
WWD vs AMBA
-9.0%
+496.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.2% |
| 7D | +1.3% | -11.0% | +12.2% | +3.5% |
| 30D | -7.2% | -23.2% | +16.0% | -2.4% |
| 3M | -3.8% | -12.7% | +8.9% | -3.6% |
| 6M | -9.9% | +11.2% | -21.1% | -15.1% |
| YTD | +14.8% | -11.2% | +26.0% | +12.4% |
| 1Y | +42.1% | -22.5% | +64.6% | +41.2% |
| 3Y | +170.8% | -1.3% | +172.1% | +142.2% |
| 5Y | +197.5% | -54.2% | +251.7% | +182.5% |
| All | +487.9% | -9.0% | +496.9% | +310.2% |
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