+2,672.5%
NVDL vs AMBA
-25.9%
+2,698.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.6% |
| 7D | +7.3% | -6.4% | +13.7% | +11.5% |
| 30D | -0.7% | -26.8% | +26.2% | +20.8% |
| 3M | +9.5% | -7.6% | +17.1% | +7.9% |
| 6M | +41.6% | +21.2% | +20.4% | +9.1% |
| YTD | +23.3% | -10.4% | +33.7% | +15.0% |
| 1Y | +40.3% | -24.4% | +64.7% | +41.8% |
| 3Y | +692.2% | +6.0% | +686.2% | +492.6% |
| All | +2,672.5% | -25.9% | +2,698.5% | +2,605.6% |
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