-12.5%
AMC vs IQV
+34.3%
-46.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -3.6% |
| 7D | -6.8% | -2.6% | -4.2% | -6.1% |
| 30D | +1.7% | +6.2% | -4.5% | -0.3% |
| 3M | +26.8% | +38.0% | -11.2% | +14.8% |
| 6M | +117.7% | +43.9% | +73.8% | +92.6% |
| YTD | +57.7% | +14.0% | +43.7% | +44.2% |
| 1Y | -12.5% | +35.5% | -48.0% | -22.4% |
| All | -12.5% | +34.3% | -46.8% | -22.4% |
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 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