+4.7%
WY vs AMBA
+7.9%
-3.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.5% |
| 7D | -5.1% | +2.6% | -7.6% | -5.6% |
| 30D | +9.0% | -3.6% | +12.6% | +9.3% |
| 3M | -16.7% | -24.6% | +7.9% | -13.3% |
| 6M | -10.3% | -21.6% | +11.4% | -10.2% |
| YTD | -10.5% | -11.8% | +1.3% | -13.6% |
| 1Y | -5.9% | -33.2% | +27.3% | -4.6% |
| 3Y | -24.7% | +24.5% | -49.2% | -37.8% |
| 5Y | -31.5% | -67.7% | +36.1% | -29.8% |
| 10Y | +4.7% | +4.7% | 0.0% | -33.3% |
| All | +4.7% | +7.9% | -3.1% | -33.3% |
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