+1.3%
IQV vs AMBA
-54.5%
+55.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | +2.3% | -11.0% | +13.3% | +4.4% |
| 30D | +13.4% | -23.2% | +36.6% | +18.6% |
| 3M | +43.3% | -12.7% | +56.0% | +42.9% |
| 6M | +50.5% | +11.2% | +39.3% | +40.0% |
| YTD | +18.8% | -11.2% | +30.0% | +14.9% |
| 1Y | +45.5% | -22.5% | +68.0% | +42.9% |
| 3Y | +19.4% | -1.3% | +20.7% | +4.4% |
| All | +1.3% | -54.5% | +55.8% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling