+3.6%
WY vs AMBA
+12.8%
-9.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.3% | -4.6% | -0.2% |
| 7D | -0.8% | 0.0% | -0.7% | -0.9% |
| 30D | +10.6% | -8.6% | +19.2% | +11.9% |
| 3M | -16.6% | -29.0% | +12.3% | -12.3% |
| 6M | -8.6% | -19.2% | +10.6% | -9.1% |
| YTD | -8.4% | -13.0% | +4.6% | -11.4% |
| 1Y | -5.1% | -31.3% | +26.1% | -4.5% |
| 3Y | -21.9% | +28.1% | -50.1% | -35.9% |
| 5Y | -31.3% | -69.4% | +38.1% | -28.7% |
| 10Y | +3.6% | +7.6% | -4.0% | -33.9% |
| All | +3.6% | +12.8% | -9.2% | -33.9% |
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