+338.7%
AEM vs IQV
+22.1%
+316.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.7% |
| 7D | -2.1% | -2.2% | +0.1% | -1.9% |
| 30D | +8.4% | +8.3% | +0.1% | +7.5% |
| 3M | +27.3% | +44.6% | -17.3% | +21.8% |
| 6M | -9.7% | +52.6% | -62.2% | -14.3% |
| YTD | +19.0% | +16.1% | +2.8% | +16.2% |
| 1Y | +31.5% | +37.3% | -5.8% | +25.9% |
| 3Y | +338.7% | +21.6% | +317.1% | +325.1% |
| All | +338.7% | +22.1% | +316.6% | +325.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling