+50.6%
AA vs IQV
+41.8%
+8.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.3% |
| 7D | -3.4% | -2.2% | -1.2% | -3.2% |
| 30D | -5.8% | +8.3% | -14.1% | -6.7% |
| 3M | -29.9% | +44.6% | -74.5% | -33.5% |
| 6M | -27.0% | +52.6% | -79.6% | -31.9% |
| YTD | -8.7% | +16.1% | -24.8% | -9.0% |
| 1Y | +50.6% | +37.3% | +13.4% | +45.2% |
| All | +50.6% | +41.8% | +8.8% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling