+458.6%
WWD vs AMBA
-0.9%
+459.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.1% | -2.7% | +2.2% |
| 7D | +4.2% | -7.2% | +11.4% | +5.7% |
| 30D | -2.1% | -10.4% | +8.2% | -0.2% |
| 3M | -13.2% | -30.1% | +16.9% | -7.4% |
| 6M | -16.9% | -22.4% | +5.6% | -15.8% |
| YTD | +5.2% | -17.3% | +22.6% | +4.1% |
| 1Y | +20.6% | -35.4% | +56.0% | +24.7% |
| 3Y | +146.3% | +18.6% | +127.7% | +111.5% |
| 5Y | +171.3% | -69.8% | +241.2% | +184.3% |
| All | +458.6% | -0.9% | +459.5% | +278.0% |
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