+3,544.8%
AMAT vs IQV
+511.9%
+3,032.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +5.1% |
| 7D | -1.5% | +2.3% | -3.8% | -2.8% |
| 30D | -14.8% | +13.4% | -28.2% | -20.4% |
| 3M | -9.3% | +43.3% | -52.6% | -28.0% |
| 6M | +27.4% | +50.5% | -23.1% | -3.5% |
| YTD | +77.6% | +18.8% | +58.8% | +52.2% |
| 1Y | +188.9% | +45.5% | +143.5% | +117.8% |
| 3Y | +202.3% | +19.4% | +182.9% | +145.0% |
| 5Y | +248.9% | +1.7% | +247.2% | +209.6% |
| 10Y | +1,585.2% | +247.9% | +1,337.3% | +650.4% |
| All | +3,544.8% | +511.9% | +3,032.9% | +1,254.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling