+41.6%
NTR vs AMBA
+5.1%
+36.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.5% |
| 7D | +3.8% | -6.4% | +10.3% | +4.2% |
| 30D | +25.2% | -26.8% | +52.1% | +27.3% |
| 3M | +21.0% | -7.6% | +28.6% | +20.4% |
| 6M | +7.6% | +21.2% | -13.6% | +4.7% |
| YTD | +32.9% | -10.4% | +43.2% | +31.8% |
| 1Y | +43.1% | -24.4% | +67.5% | +43.2% |
| 3Y | +41.6% | +6.0% | +35.6% | +31.8% |
| All | +41.6% | +5.1% | +36.5% | +31.8% |
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 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