+981.5%
NRG vs AMBA
+4.3%
+977.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.1% |
| 7D | +0.9% | -2.6% | +3.5% | +1.5% |
| 30D | -9.6% | -10.5% | +0.9% | -7.8% |
| 3M | -17.9% | -26.4% | +8.5% | -13.5% |
| 6M | -29.1% | -20.9% | -8.2% | -28.2% |
| YTD | -38.1% | -14.8% | -23.3% | -38.6% |
| 1Y | -40.9% | -36.1% | -4.8% | -38.6% |
| 3Y | +124.4% | +20.2% | +104.2% | +102.4% |
| 5Y | +215.7% | -67.2% | +283.0% | +224.8% |
| 10Y | +981.5% | +5.0% | +976.5% | +736.3% |
| All | +981.5% | +4.3% | +977.2% | +736.3% |
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