+281.9%
NEE vs AMBA
+12.8%
+269.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.5% |
| 7D | +2.2% | 0.0% | +2.2% | +2.1% |
| 30D | +12.3% | -8.6% | +20.8% | +12.8% |
| 3M | +3.4% | -29.0% | +32.4% | +5.5% |
| 6M | -5.3% | -19.2% | +13.9% | -5.4% |
| YTD | +10.6% | -13.0% | +23.5% | +9.3% |
| 1Y | +6.5% | -31.3% | +37.7% | +7.0% |
| 3Y | +73.5% | +28.1% | +45.4% | +59.9% |
| 5Y | +17.0% | -69.4% | +86.4% | +17.4% |
| 10Y | +281.9% | +7.6% | +274.2% | +228.8% |
| All | +281.9% | +12.8% | +269.1% | +228.8% |
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