+16.5%
NU vs AMBA
-72.8%
+89.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.1% | -3.7% | +0.7% |
| 7D | +3.6% | -7.2% | +10.9% | +5.7% |
| 30D | -22.8% | -10.4% | -12.4% | -20.6% |
| 3M | -14.8% | -30.1% | +15.3% | -6.4% |
| 6M | -16.9% | -22.4% | +5.5% | -16.3% |
| YTD | -28.1% | -17.3% | -10.8% | -30.3% |
| 1Y | -24.5% | -35.4% | +10.9% | -21.7% |
| 3Y | +44.8% | +18.6% | +26.1% | +6.7% |
| All | +16.5% | -72.8% | +89.2% | +28.4% |
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 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