-3.7%
AAL vs IQV
+26.3%
-29.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.5% | -5.2% |
| 7D | +1.2% | -3.7% | +4.9% | +1.8% |
| 30D | -0.5% | +1.9% | -2.4% | -0.9% |
| 3M | -22.0% | +12.2% | -34.2% | -23.8% |
| 6M | +4.5% | +50.1% | -45.6% | -4.7% |
| YTD | -15.7% | +17.5% | -33.2% | -22.0% |
| 1Y | -3.7% | +26.1% | -29.7% | -14.7% |
| All | -3.7% | +26.3% | -29.9% | -14.7% |
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