+1,707.5%
AMAT vs IQV
+233.5%
+1,474.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | +6.9% | -2.6% | +9.5% | +8.2% |
| 30D | -10.1% | +6.2% | -16.3% | -13.3% |
| 3M | -6.0% | +38.0% | -44.0% | -24.7% |
| 6M | +38.6% | +43.9% | -5.3% | +6.2% |
| YTD | +83.1% | +14.0% | +69.1% | +59.5% |
| 1Y | +188.3% | +35.5% | +152.8% | +123.5% |
| 3Y | +225.3% | +20.3% | +205.0% | +157.5% |
| 5Y | +262.0% | -1.6% | +263.6% | +225.6% |
| 10Y | +1,707.5% | +233.4% | +1,474.0% | +660.4% |
| All | +1,707.5% | +233.5% | +1,474.0% | +660.4% |
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 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