+552.0%
IVV vs AMBA
+722.2%
-170.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.4% | +5.0% | -3.1% |
| 7D | -4.8% | -14.6% | +9.8% | -2.6% |
| 30D | -5.9% | -18.8% | +12.9% | -3.3% |
| 3M | -4.5% | -32.6% | +28.1% | +0.5% |
| 6M | +1.8% | -25.8% | +27.6% | +3.5% |
| YTD | +8.4% | -22.1% | +30.5% | +8.5% |
| 1Y | +9.4% | -36.2% | +45.6% | +12.1% |
| 3Y | +75.3% | +10.0% | +65.3% | +59.4% |
| 5Y | +67.8% | -71.6% | +139.3% | +73.6% |
| 10Y | +314.2% | -4.7% | +318.9% | +242.6% |
| All | +552.0% | +722.2% | -170.2% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling