+297.4%
AEM vs IQV
-1.8%
+299.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -5.0% | -5.3% | +0.2% | -4.2% |
| 30D | +8.5% | +5.5% | +2.9% | +7.6% |
| 3M | +29.3% | +41.2% | -12.0% | +22.1% |
| 6M | -12.9% | +50.5% | -63.5% | -18.9% |
| YTD | +16.8% | +14.1% | +2.6% | +13.5% |
| 1Y | +29.8% | +39.9% | -10.1% | +21.8% |
| 3Y | +336.7% | +20.5% | +316.2% | +317.5% |
| All | +297.4% | -1.8% | +299.3% | +277.2% |
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 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