+61.4%
AMAT vs IQV
+25.1%
+36.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.7% | -3.2% |
| 7D | -11.2% | -5.5% | -5.7% | -11.9% |
| 30D | -31.9% | -0.9% | -31.0% | -31.9% |
| 3M | -32.3% | +15.6% | -47.9% | -31.0% |
| 6M | -5.4% | +63.9% | -69.3% | -6.4% |
| YTD | +44.3% | +17.0% | +27.2% | +56.3% |
| 1Y | +61.4% | +25.0% | +36.3% | +76.6% |
| All | +61.4% | +25.1% | +36.3% | +76.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling