+61.0%
NEE vs AMBA
+16.7%
+44.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.1% | -7.6% | -1.5% |
| 7D | +3.9% | -7.2% | +11.1% | +4.0% |
| 30D | +12.8% | -10.4% | +23.2% | +13.0% |
| 3M | +3.6% | -30.1% | +33.7% | +4.1% |
| 6M | -7.5% | -22.4% | +14.9% | -7.6% |
| YTD | +10.7% | -17.3% | +28.0% | +10.1% |
| 1Y | +9.1% | -35.4% | +44.5% | +9.6% |
| 3Y | +61.0% | +18.6% | +42.4% | +41.2% |
| All | +61.0% | +16.7% | +44.3% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling