-32.2%
AAL vs IQV
-1.9%
-30.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -0.9% | -5.3% | +4.3% | +1.5% |
| 30D | -16.0% | +5.5% | -21.5% | -18.2% |
| 3M | -4.2% | +41.2% | -45.5% | -19.7% |
| 6M | +15.7% | +50.5% | -34.9% | -7.0% |
| YTD | -16.2% | +14.1% | -30.3% | -23.6% |
| 1Y | +0.2% | +39.9% | -39.7% | -18.7% |
| 3Y | -8.1% | +20.5% | -28.6% | -22.8% |
| 5Y | -32.2% | -1.2% | -31.0% | -43.1% |
| All | -32.2% | -1.9% | -30.3% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling