+751.2%
NVT vs AMBA
+32.2%
+719.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.9% |
| 7D | +10.4% | -6.4% | +16.8% | +12.3% |
| 30D | -1.3% | -26.8% | +25.6% | +7.6% |
| 3M | -0.6% | -7.6% | +7.0% | -0.3% |
| 6M | +53.8% | +21.2% | +32.6% | +40.5% |
| YTD | +60.2% | -10.4% | +70.6% | +58.2% |
| 1Y | +76.8% | -24.4% | +101.2% | +80.5% |
| 3Y | +191.2% | +6.0% | +185.2% | +156.3% |
| 5Y | +430.9% | -53.9% | +484.8% | +416.7% |
| All | +751.2% | +32.2% | +719.1% | +386.9% |
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