-99.5%
AMC vs IQV
-1.9%
-97.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -1.7% |
| 7D | -0.8% | +0.3% | -1.1% | -1.1% |
| 30D | -1.2% | +8.6% | -9.8% | -5.7% |
| 3M | +42.2% | +41.1% | +1.1% | +15.6% |
| 6M | +118.8% | +48.6% | +70.3% | +72.1% |
| YTD | +64.1% | +15.0% | +49.1% | +47.3% |
| 1Y | -9.5% | +38.1% | -47.7% | -28.1% |
| 3Y | -64.3% | +21.4% | -85.7% | -71.3% |
| 5Y | -99.5% | -1.0% | -98.4% | -99.5% |
| All | -99.5% | -1.9% | -97.5% | -99.5% |
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