+170.5%
AEP vs IQV
+242.6%
-72.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | -0.9% | -2.2% | +1.3% | -0.6% |
| 30D | -1.1% | +8.3% | -9.4% | -2.4% |
| 3M | -3.3% | +44.6% | -47.9% | -9.5% |
| 6M | -4.6% | +52.6% | -57.2% | -12.1% |
| YTD | +9.4% | +16.1% | -6.7% | +5.5% |
| 1Y | +16.9% | +37.3% | -20.3% | +8.7% |
| 3Y | +76.6% | +21.6% | +55.1% | +64.8% |
| 5Y | +66.2% | +0.5% | +65.7% | +59.1% |
| All | +170.5% | +242.6% | -72.1% | +103.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling