+584.3%
NUE vs AMBA
+2.6%
+581.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.4% | -7.8% | -1.0% |
| 7D | -2.3% | +2.5% | -4.8% | -2.8% |
| 30D | -6.1% | -16.1% | +10.1% | -3.0% |
| 3M | +1.7% | +4.6% | -3.0% | -2.1% |
| 6M | +53.1% | +29.2% | +23.9% | +39.0% |
| YTD | +59.0% | -2.9% | +61.9% | +52.1% |
| 1Y | +85.3% | -18.7% | +104.1% | +81.3% |
| 3Y | +63.2% | +14.9% | +48.4% | +40.5% |
| 5Y | +146.8% | -53.0% | +199.8% | +130.5% |
| 10Y | +584.3% | +8.3% | +576.0% | +344.5% |
| All | +584.3% | +2.6% | +581.7% | +344.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling