+357.9%
IGV vs AMBA
-5.3%
+363.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.8% | -2.0% |
| 7D | -3.3% | -6.4% | +3.1% | -1.9% |
| 30D | 0.0% | -26.8% | +26.8% | +7.1% |
| 3M | +7.3% | -7.6% | +15.0% | +6.3% |
| 6M | +16.7% | +21.2% | -4.5% | +5.8% |
| YTD | -2.8% | -10.4% | +7.5% | -6.1% |
| 1Y | -6.7% | -24.4% | +17.7% | -7.3% |
| 3Y | +41.1% | +6.0% | +35.1% | +20.7% |
| 5Y | +22.0% | -53.9% | +75.9% | +17.2% |
| 10Y | +357.9% | -6.2% | +364.1% | +217.8% |
| All | +357.9% | -5.3% | +363.2% | +217.8% |
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 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