+214.0%
AMAT vs IQV
+22.2%
+191.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.7% |
| 7D | -1.5% | +2.3% | -3.8% | -2.1% |
| 30D | -14.8% | +13.4% | -28.2% | -17.4% |
| 3M | -9.3% | +43.3% | -52.6% | -19.4% |
| 6M | +27.4% | +50.5% | -23.1% | +10.2% |
| YTD | +77.6% | +18.8% | +58.8% | +68.4% |
| 1Y | +188.9% | +45.5% | +143.5% | +149.6% |
| All | +214.0% | +22.2% | +191.8% | +177.8% |
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