+717.4%
VEEV vs AMBA
+186.6%
+530.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.1% | -8.2% | -3.3% |
| 7D | -2.9% | -7.2% | +4.3% | -1.6% |
| 30D | +7.5% | -10.4% | +17.9% | +9.6% |
| 3M | +39.5% | -30.1% | +69.6% | +48.9% |
| 6M | +81.5% | -22.4% | +103.9% | +81.6% |
| YTD | +36.1% | -17.3% | +53.4% | +32.7% |
| 1Y | +4.3% | -35.4% | +39.7% | +6.6% |
| 3Y | +54.8% | +18.6% | +36.2% | +26.7% |
| 5Y | -4.7% | -69.8% | +65.1% | +0.1% |
| 10Y | +709.1% | +1.1% | +708.0% | +460.4% |
| All | +717.4% | +186.6% | +530.8% | +242.2% |
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 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