+233.0%
IQV vs AMBA
-5.3%
+238.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.4% |
| 7D | +0.3% | -6.4% | +6.7% | +1.5% |
| 30D | +8.6% | -26.8% | +35.4% | +14.9% |
| 3M | +41.1% | -7.6% | +48.7% | +39.4% |
| 6M | +48.6% | +21.2% | +27.4% | +36.1% |
| YTD | +15.0% | -10.4% | +25.4% | +11.3% |
| 1Y | +38.1% | -24.4% | +62.5% | +36.8% |
| 3Y | +21.4% | +6.0% | +15.4% | +5.9% |
| 5Y | -1.0% | -53.9% | +52.9% | -6.2% |
| 10Y | +233.0% | -6.2% | +239.1% | +139.8% |
| All | +233.0% | -5.3% | +238.2% | +139.8% |
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