+34.1%
NWSA vs AMBA
+26.5%
+7.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.6% |
| 7D | -12.2% | +2.6% | -14.8% | -12.3% |
| 30D | -8.7% | -3.6% | -5.1% | -8.5% |
| 3M | -6.0% | -24.6% | +18.6% | -4.4% |
| 6M | -0.3% | -21.6% | +21.3% | -0.2% |
| YTD | +3.5% | -11.8% | +15.3% | +1.4% |
| 1Y | +0.8% | -33.2% | +33.9% | +2.3% |
| All | +34.1% | +26.5% | +7.6% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling