+83.9%
AG vs IQV
+487.2%
-403.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.3% |
| 7D | -0.1% | -2.6% | +2.5% | +0.7% |
| 30D | +12.5% | +6.2% | +6.3% | +10.5% |
| 3M | +28.2% | +38.0% | -9.8% | +15.3% |
| 6M | -18.8% | +43.9% | -62.8% | -28.5% |
| YTD | +27.4% | +14.0% | +13.4% | +20.2% |
| 1Y | +132.2% | +35.5% | +96.7% | +106.9% |
| 3Y | +286.9% | +20.3% | +266.5% | +249.0% |
| 5Y | +72.8% | -1.6% | +74.4% | +63.3% |
| 10Y | +74.6% | +233.4% | -158.8% | +16.2% |
| All | +83.9% | +487.2% | -403.4% | +14.4% |
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