+4.3%
NEE vs AMBA
-35.5%
+39.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.3% |
| 7D | -2.1% | +2.7% | -4.8% | -2.0% |
| 30D | +8.6% | -2.2% | +10.8% | +8.6% |
| 3M | -0.3% | -26.6% | +26.4% | -1.2% |
| 6M | -8.9% | -26.8% | +17.9% | -9.1% |
| YTD | +8.3% | -15.1% | +23.5% | +8.8% |
| 1Y | +4.3% | -32.3% | +36.5% | +3.4% |
| All | +4.3% | -35.5% | +39.7% | +3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling