-98.1%
AMC vs IQV
+490.5%
-588.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.9% |
| 7D | +2.3% | +2.3% | 0.0% | +1.2% |
| 30D | -0.7% | +13.4% | -14.2% | -6.2% |
| 3M | +35.2% | +43.3% | -8.1% | +13.9% |
| 6M | +124.6% | +50.5% | +74.0% | +84.8% |
| YTD | +69.9% | +18.8% | +51.1% | +53.5% |
| 1Y | -2.6% | +45.5% | -48.0% | -20.1% |
| 3Y | -79.8% | +19.4% | -99.1% | -82.4% |
| 5Y | -99.4% | +1.7% | -101.1% | -99.4% |
| 10Y | -98.9% | +247.9% | -346.8% | -99.4% |
| All | -98.1% | +490.5% | -588.5% | -99.0% |
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