+38.1%
IQV vs AMBA
-24.5%
+62.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.2% |
| 7D | +0.3% | -6.4% | +6.7% | +0.5% |
| 30D | +8.6% | -26.8% | +35.4% | +9.6% |
| 3M | +41.1% | -7.6% | +48.7% | +40.4% |
| 6M | +48.6% | +21.2% | +27.4% | +40.0% |
| YTD | +15.0% | -10.4% | +25.4% | +10.8% |
| 1Y | +38.1% | -24.4% | +62.5% | +34.2% |
| All | +38.1% | -24.5% | +62.6% | +34.2% |
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