+129.6%
IBB vs AMBA
-7.1%
+136.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +1.4% | -11.0% | +12.4% | +3.4% |
| 30D | +10.5% | -23.2% | +33.7% | +15.3% |
| 3M | +23.6% | -12.7% | +36.3% | +23.6% |
| 6M | +22.6% | +11.2% | +11.4% | +15.7% |
| YTD | +25.7% | -11.2% | +36.9% | +22.6% |
| 1Y | +51.4% | -22.5% | +73.9% | +49.5% |
| 3Y | +64.4% | -1.3% | +65.7% | +47.2% |
| 5Y | +22.1% | -54.2% | +76.3% | +16.7% |
| All | +129.6% | -7.1% | +136.7% | +69.5% |
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 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