+147.1%
AMAT vs IQV
+4.0%
+143.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.9% |
| 7D | +11.4% | -2.5% | +13.8% | +12.6% |
| 30D | -17.0% | +1.2% | -18.2% | -17.4% |
| 3M | -30.6% | +9.8% | -40.4% | -33.4% |
| 6M | -14.9% | +53.8% | -68.7% | -32.4% |
| YTD | +44.7% | +17.6% | +27.1% | +30.1% |
| 1Y | +66.9% | +18.6% | +48.3% | +49.3% |
| 3Y | +153.3% | +36.9% | +116.4% | +97.6% |
| All | +147.1% | +4.0% | +143.1% | +126.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling