+28.0%
NU vs AMBA
-72.1%
+100.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.5% | +13.3% | +12.2% |
| 7D | +9.9% | +2.7% | +7.2% | +9.0% |
| 30D | -11.5% | -2.2% | -9.3% | -11.2% |
| 3M | -5.1% | -26.6% | +21.6% | +2.9% |
| 6M | +3.1% | -26.8% | +29.9% | +6.2% |
| YTD | -21.0% | -15.1% | -5.9% | -24.1% |
| 1Y | -15.2% | -32.3% | +17.1% | -13.2% |
| 3Y | +56.4% | +19.8% | +36.6% | +15.3% |
| All | +28.0% | -72.1% | +100.0% | +40.0% |
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