+713.5%
AEM vs IQV
+487.2%
+226.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.5% |
| 7D | +3.0% | -2.6% | +5.6% | +3.4% |
| 30D | +12.5% | +6.2% | +6.3% | +11.5% |
| 3M | +26.9% | +38.0% | -11.0% | +20.6% |
| 6M | -9.4% | +43.9% | -53.4% | -14.8% |
| YTD | +20.3% | +14.0% | +6.3% | +16.9% |
| 1Y | +33.8% | +35.5% | -1.7% | +26.4% |
| 3Y | +349.8% | +20.3% | +329.5% | +327.7% |
| 5Y | +301.0% | -1.6% | +302.7% | +288.4% |
| 10Y | +376.1% | +233.4% | +142.6% | +291.4% |
| All | +713.5% | +487.2% | +226.3% | +571.7% |
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