+58.5%
AMAT vs IQV
+30.8%
+27.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +11.6% |
| 7D | -1.1% | +7.9% | -9.0% | -0.3% |
| 30D | -26.9% | +7.3% | -34.2% | -26.3% |
| 3M | -31.2% | +16.8% | -48.0% | -29.9% |
| 6M | -14.7% | +56.0% | -70.7% | -13.0% |
| YTD | +44.7% | +23.7% | +21.0% | +57.7% |
| All | +58.5% | +30.8% | +27.7% | +72.7% |
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 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