+500.2%
NVT vs AMBA
+28.4%
+471.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +5.3% | +2.5% | +6.2% |
| 7D | -7.5% | 0.0% | -7.4% | -7.1% |
| 30D | -31.5% | -8.6% | -22.9% | -29.4% |
| 3M | -30.4% | -29.0% | -1.4% | -23.3% |
| 6M | -32.5% | -19.2% | -13.2% | -30.6% |
| YTD | +12.9% | -13.0% | +25.9% | +12.7% |
| 1Y | +3.7% | -31.3% | +35.0% | +9.7% |
| 3Y | +135.8% | +28.1% | +107.6% | +98.1% |
| 5Y | +232.7% | -69.4% | +302.1% | +271.2% |
| All | +500.2% | +28.4% | +471.9% | +247.0% |
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