+142.7%
AMAT vs IQV
+38.2%
+104.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +3.6% |
| 7D | -14.7% | +1.7% | -16.4% | -15.0% |
| 30D | -36.1% | +5.3% | -41.4% | -36.8% |
| 3M | -36.9% | +17.0% | -53.8% | -39.3% |
| 6M | -22.2% | +54.0% | -76.2% | -33.0% |
| YTD | +29.9% | +20.6% | +9.3% | +22.8% |
| 1Y | +43.3% | +28.9% | +14.3% | +31.1% |
| 3Y | +142.7% | +37.0% | +105.7% | +111.3% |
| All | +142.7% | +38.2% | +104.5% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling