+77.1%
IBB vs AMBA
+10.0%
+67.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -9.4% | +4.4% | -4.0% |
| 7D | -3.6% | -14.6% | +11.0% | -2.0% |
| 30D | +3.4% | -18.8% | +22.2% | +5.6% |
| 3M | +9.5% | -32.6% | +42.1% | +13.8% |
| 6M | +23.3% | -25.8% | +49.1% | +24.1% |
| YTD | +24.5% | -22.1% | +46.7% | +23.0% |
| 1Y | +32.9% | -36.2% | +69.1% | +34.6% |
| All | +77.1% | +10.0% | +67.1% | +50.4% |
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