+2,567.0%
AMAT vs IQV
+521.2%
+2,045.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +2.9% |
| 7D | -14.7% | +1.7% | -16.4% | -15.4% |
| 30D | -36.1% | +5.3% | -41.4% | -37.8% |
| 3M | -36.9% | +17.0% | -53.8% | -42.3% |
| 6M | -22.2% | +54.0% | -76.2% | -41.6% |
| YTD | +29.9% | +20.6% | +9.3% | +9.9% |
| 1Y | +43.3% | +28.9% | +14.3% | +16.1% |
| 3Y | +142.7% | +37.0% | +105.7% | +80.0% |
| 5Y | +126.2% | +10.0% | +116.2% | +90.8% |
| 10Y | +1,211.7% | +274.5% | +937.3% | +463.0% |
| All | +2,567.0% | +521.2% | +2,045.8% | +878.4% |
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