+138.2%
WWD vs AMBA
+10.0%
+128.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.4% | +3.5% | -4.4% |
| 7D | -2.6% | -14.6% | +12.0% | 0.0% |
| 30D | -7.7% | -18.8% | +11.1% | -4.7% |
| 3M | -17.7% | -32.6% | +14.9% | -12.7% |
| 6M | -15.9% | -25.8% | +9.9% | -14.3% |
| YTD | +1.8% | -22.1% | +23.9% | +1.5% |
| 1Y | +17.4% | -36.2% | +53.6% | +20.8% |
| All | +138.2% | +10.0% | +128.2% | +108.4% |
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