+410.8%
NVT vs AMBA
-50.1%
+460.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +8.4% | -10.9% | -4.7% |
| 7D | +7.0% | +2.5% | +4.5% | +6.0% |
| 30D | -2.3% | -16.1% | +13.8% | +2.1% |
| 3M | -3.1% | +4.6% | -7.7% | -6.1% |
| 6M | +47.0% | +29.2% | +17.9% | +32.6% |
| YTD | +56.2% | -2.9% | +59.1% | +50.8% |
| 1Y | +74.5% | -18.7% | +93.3% | +74.2% |
| 3Y | +184.0% | +14.9% | +169.1% | +146.9% |
| 5Y | +410.8% | -53.0% | +463.8% | +372.5% |
| All | +410.8% | -50.1% | +460.9% | +372.5% |
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 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