+95.5%
AMD vs IQV
+25.1%
+70.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +1.0% |
| 7D | -15.5% | -5.5% | -10.0% | -16.0% |
| 30D | -22.6% | -0.9% | -21.8% | -22.6% |
| 3M | -5.7% | +15.6% | -21.3% | -4.0% |
| 6M | +43.1% | +63.9% | -20.8% | +38.7% |
| YTD | +128.2% | +17.0% | +111.2% | +137.8% |
| 1Y | +95.5% | +25.0% | +70.4% | +100.8% |
| All | +95.5% | +25.1% | +70.4% | +100.8% |
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 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