+505.8%
NVT vs AMBA
+27.2%
+478.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.4% |
| 7D | +17.4% | +10.7% | +6.7% | +14.1% |
| 30D | -28.4% | -5.0% | -23.3% | -26.9% |
| 3M | -32.4% | -26.9% | -5.5% | -26.1% |
| 6M | -32.2% | -21.9% | -10.2% | -29.5% |
| YTD | +14.0% | -13.8% | +27.8% | +14.1% |
| 1Y | +4.3% | -36.1% | +40.4% | +12.6% |
| 3Y | +131.7% | +21.6% | +110.1% | +97.5% |
| 5Y | +232.4% | -68.8% | +301.2% | +268.8% |
| All | +505.8% | +27.2% | +478.6% | +251.2% |
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