+34.8%
WY vs AMBA
+772.6%
-737.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.1% | -3.9% |
| 7D | +3.1% | -7.2% | +10.3% | +4.1% |
| 30D | +13.0% | -10.4% | +23.4% | +14.3% |
| 3M | -16.8% | -30.1% | +13.3% | -13.0% |
| 6M | -11.2% | -22.4% | +11.3% | -11.0% |
| YTD | -9.1% | -17.3% | +8.3% | -10.7% |
| 1Y | -4.8% | -35.4% | +30.6% | -3.3% |
| 3Y | -25.3% | +18.6% | -43.9% | -35.0% |
| 5Y | -33.2% | -69.8% | +36.6% | -31.6% |
| 10Y | +6.6% | +1.1% | +5.5% | -17.3% |
| All | +34.8% | +772.6% | -737.8% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling