+228.1%
AEHR vs IQV
+46.0%
+182.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.4% | +14.5% | +12.7% |
| 7D | +6.7% | +2.3% | +4.4% | +7.4% |
| 30D | -12.7% | +13.4% | -26.1% | -9.7% |
| 3M | -26.0% | +43.3% | -69.3% | -21.4% |
| 6M | +102.2% | +50.5% | +51.7% | +111.4% |
| YTD | +327.2% | +18.8% | +308.4% | +390.4% |
| 1Y | +228.1% | +45.5% | +182.6% | +210.6% |
| All | +228.1% | +46.0% | +182.2% | +210.6% |
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