+22.4%
IBB vs AMBA
-54.5%
+76.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +1.4% | -11.0% | +12.4% | +3.1% |
| 30D | +10.5% | -23.2% | +33.7% | +14.6% |
| 3M | +23.6% | -12.7% | +36.3% | +23.6% |
| 6M | +22.6% | +11.2% | +11.4% | +16.1% |
| YTD | +25.7% | -11.2% | +36.9% | +22.7% |
| 1Y | +51.4% | -22.5% | +73.9% | +49.5% |
| 3Y | +64.4% | -1.3% | +65.7% | +47.3% |
| All | +22.4% | -54.5% | +76.9% | +11.8% |
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