+6.5%
WY vs AMBA
-9.0%
+15.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -1.7% | -11.0% | +9.2% | +0.3% |
| 30D | -10.1% | -23.2% | +13.1% | -6.0% |
| 3M | -5.1% | -12.7% | +7.6% | -5.3% |
| 6M | -4.8% | +11.2% | -16.0% | -10.7% |
| YTD | -0.2% | -11.2% | +11.0% | -3.0% |
| 1Y | -6.6% | -22.5% | +15.9% | -8.1% |
| 3Y | -22.7% | -1.3% | -21.4% | -32.2% |
| 5Y | -22.2% | -54.2% | +31.9% | -27.0% |
| All | +6.5% | -9.0% | +15.5% | -29.6% |
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 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