+25.6%
IQV vs AMBA
-32.6%
+58.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.8% | -0.3% |
| 7D | +4.1% | +2.6% | +1.5% | +4.0% |
| 30D | +4.7% | -3.6% | +8.3% | +4.6% |
| 3M | +12.6% | -24.6% | +37.2% | +12.7% |
| 6M | +58.2% | -21.6% | +79.8% | +57.6% |
| YTD | +21.8% | -11.8% | +33.6% | +16.7% |
| 1Y | +25.6% | -33.2% | +58.8% | +21.8% |
| All | +25.6% | -32.6% | +58.2% | +21.8% |
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 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