+48.8%
NU vs AMBA
-70.8%
+119.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | +7.5% | -11.0% | +18.4% | +11.0% |
| 30D | +6.1% | -23.2% | +29.3% | +14.1% |
| 3M | +26.8% | -12.7% | +39.5% | +26.7% |
| 6M | +2.5% | +11.2% | -8.7% | -8.1% |
| YTD | -8.2% | -11.2% | +3.0% | -12.3% |
| 1Y | +3.4% | -22.5% | +25.9% | +0.6% |
| 3Y | +116.2% | -1.3% | +117.5% | +74.9% |
| All | +48.8% | -70.8% | +119.6% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling