+1,315.3%
AMAT vs IQV
+259.6%
+1,055.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +10.0% |
| 7D | -1.1% | +7.9% | -9.0% | -4.9% |
| 30D | -26.9% | +7.3% | -34.2% | -29.6% |
| 3M | -31.2% | +16.8% | -48.0% | -37.1% |
| 6M | -14.7% | +56.0% | -70.7% | -37.0% |
| YTD | +44.7% | +23.7% | +21.0% | +20.3% |
| 1Y | +62.0% | +32.5% | +29.5% | +28.5% |
| 3Y | +165.0% | +45.3% | +119.7% | +86.5% |
| 5Y | +147.1% | +10.7% | +136.4% | +107.1% |
| 10Y | +1,315.3% | +259.0% | +1,056.3% | +475.7% |
| All | +1,315.3% | +259.6% | +1,055.7% | +475.7% |
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 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