-21.2%
AAL vs IQV
+492.3%
-513.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | +0.1% |
| 7D | -0.3% | +0.3% | -0.6% | -0.6% |
| 30D | -19.0% | +8.6% | -27.6% | -22.9% |
| 3M | -5.1% | +41.1% | -46.2% | -23.2% |
| 6M | +15.5% | +48.6% | -33.1% | -10.7% |
| YTD | -15.8% | +15.0% | -30.8% | -25.6% |
| 1Y | -0.3% | +38.1% | -38.4% | -21.9% |
| 3Y | -7.7% | +21.4% | -29.0% | -25.0% |
| 5Y | -32.5% | -1.0% | -31.5% | -39.5% |
| 10Y | -66.0% | +233.0% | -298.9% | -86.1% |
| All | -21.2% | +492.3% | -513.6% | -76.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling