+25.0%
IQV vs AMBA
-25.6%
+50.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.5% |
| 7D | -5.5% | -8.1% | +2.6% | -5.4% |
| 30D | -0.9% | -10.8% | +9.9% | -0.8% |
| 3M | +15.6% | -25.9% | +41.5% | +15.8% |
| 6M | +63.9% | -13.9% | +77.8% | +61.3% |
| YTD | +17.0% | -14.0% | +31.0% | +12.4% |
| 1Y | +25.0% | -25.7% | +50.7% | +20.9% |
| All | +25.0% | -25.6% | +50.7% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling