+256.4%
AEHR vs IQV
+41.8%
+214.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.4% |
| 7D | +9.8% | -2.2% | +12.0% | +9.1% |
| 30D | -26.7% | +8.3% | -35.0% | -25.0% |
| 3M | -8.1% | +44.6% | -52.7% | -3.3% |
| 6M | +123.1% | +52.6% | +70.5% | +129.1% |
| YTD | +369.0% | +16.1% | +352.9% | +436.9% |
| 1Y | +256.4% | +37.3% | +219.1% | +230.9% |
| All | +256.4% | +41.8% | +214.6% | +230.9% |
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