-99.1%
AMC vs IQV
+10.6%
-109.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +6.9% |
| 7D | +6.6% | +7.9% | -1.3% | +2.3% |
| 30D | +14.1% | +7.3% | +6.8% | +9.5% |
| 3M | +31.3% | +16.8% | +14.5% | +20.2% |
| 6M | +126.7% | +56.0% | +70.6% | +73.6% |
| YTD | +117.9% | +23.7% | +94.2% | +87.6% |
| 1Y | +41.1% | +32.5% | +8.6% | +16.2% |
| 3Y | -61.0% | +45.3% | -106.3% | -72.9% |
| 5Y | -99.1% | +10.7% | -109.9% | -99.3% |
| All | -99.1% | +10.6% | -109.7% | -99.3% |
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