-97.5%
AMC vs IQV
+506.7%
-604.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.3% |
| 7D | +5.5% | +4.8% | +0.7% | +3.4% |
| 30D | +16.1% | +5.9% | +10.2% | +13.0% |
| 3M | +43.0% | +13.7% | +29.3% | +34.9% |
| 6M | +130.7% | +54.0% | +76.7% | +87.8% |
| YTD | +121.8% | +22.1% | +99.7% | +97.9% |
| 1Y | +40.7% | +29.1% | +11.5% | +22.2% |
| 3Y | -56.8% | +40.4% | -97.2% | -65.4% |
| 5Y | -99.1% | +9.1% | -108.2% | -99.2% |
| 10Y | -98.7% | +251.2% | -349.9% | -99.3% |
| All | -97.5% | +506.7% | -604.2% | -98.8% |
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