+48.6%
NTR vs AMBA
-54.5%
+103.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | +8.1% | -11.0% | +19.1% | +9.3% |
| 30D | +18.8% | -23.2% | +41.9% | +21.6% |
| 3M | +16.2% | -12.7% | +28.9% | +16.2% |
| 6M | +9.8% | +11.2% | -1.5% | +6.1% |
| YTD | +30.9% | -11.2% | +42.1% | +29.1% |
| 1Y | +41.8% | -22.5% | +64.3% | +41.0% |
| 3Y | +35.8% | -1.3% | +37.1% | +25.5% |
| All | +48.6% | -54.5% | +103.2% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling