+75.4%
IVV vs AMBA
+16.7%
+58.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.8% | -0.5% |
| 7D | -2.7% | -7.2% | +4.5% | -1.8% |
| 30D | -5.4% | -10.4% | +5.0% | -4.1% |
| 3M | -4.1% | -30.1% | +26.1% | +0.2% |
| 6M | +0.7% | -22.4% | +23.2% | +1.4% |
| YTD | +8.7% | -17.3% | +26.1% | +7.3% |
| 1Y | +11.0% | -35.4% | +46.4% | +13.4% |
| 3Y | +75.4% | +18.6% | +56.8% | +51.6% |
| All | +75.4% | +16.7% | +58.7% | +51.6% |
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 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