-2.6%
AMC vs IQV
+46.0%
-48.5%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.8% |
| 7D | +2.3% | +2.3% | 0.0% | +1.5% |
| 30D | -0.7% | +13.4% | -14.2% | -4.7% |
| 3M | +35.2% | +43.3% | -8.1% | +21.1% |
| 6M | +124.6% | +50.5% | +74.0% | +96.0% |
| YTD | +69.9% | +18.8% | +51.1% | +53.5% |
| 1Y | -2.6% | +45.5% | -48.0% | -14.2% |
| All | -2.6% | +46.0% | -48.5% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling