+21.3%
IQV vs AMBA
-34.5%
+55.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.0% | -1.2% |
| 7D | +2.4% | +10.7% | -8.3% | +2.2% |
| 30D | +4.0% | -5.0% | +9.0% | +4.0% |
| 3M | +12.2% | -26.9% | +39.1% | +12.4% |
| 6M | +54.9% | -21.9% | +76.8% | +54.0% |
| YTD | +20.3% | -13.8% | +34.1% | +14.9% |
| All | +21.3% | -34.5% | +55.7% | +17.4% |
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