-41.7%
ACHR vs IQV
-0.1%
-41.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.4% |
| 7D | -2.3% | -2.2% | 0.0% | -1.0% |
| 30D | -11.3% | +8.3% | -19.6% | -15.5% |
| 3M | +5.3% | +44.6% | -39.3% | -18.5% |
| 6M | -13.2% | +52.6% | -65.8% | -35.9% |
| YTD | -25.8% | +16.1% | -41.9% | -35.1% |
| 1Y | -34.3% | +37.3% | -71.6% | -49.2% |
| 3Y | -19.9% | +21.6% | -41.5% | -35.6% |
| All | -41.7% | -0.1% | -41.6% | -50.7% |
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 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