+37.0%
IQV vs AMBA
+16.7%
+20.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.1% | -3.5% | +1.8% |
| 7D | +1.7% | -7.2% | +8.9% | +2.6% |
| 30D | +5.3% | -10.4% | +15.7% | +6.6% |
| 3M | +17.0% | -30.1% | +47.1% | +21.9% |
| 6M | +54.0% | -22.4% | +76.5% | +53.6% |
| YTD | +20.6% | -17.3% | +37.9% | +17.2% |
| 1Y | +28.9% | -35.4% | +64.3% | +30.9% |
| 3Y | +37.0% | +18.6% | +18.4% | +12.2% |
| All | +37.0% | +16.7% | +20.3% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling