-44.8%
ACHR vs IQV
+43.1%
-87.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -5.2% |
| 7D | -2.7% | -2.6% | -0.1% | -1.2% |
| 30D | -12.1% | +6.2% | -18.3% | -15.3% |
| 3M | +3.4% | +38.0% | -34.6% | -17.3% |
| 6M | -15.6% | +43.9% | -59.6% | -35.0% |
| YTD | -26.9% | +14.0% | -40.9% | -35.3% |
| 1Y | -34.8% | +35.5% | -70.3% | -49.1% |
| 3Y | -19.2% | +20.3% | -39.6% | -34.5% |
| 5Y | -43.8% | -1.6% | -42.1% | -50.7% |
| All | -44.8% | +43.1% | -87.9% | -63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling