+195.2%
AMD vs IQV
+46.0%
+149.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +4.5% |
| 7D | +2.6% | +2.3% | +0.3% | +2.9% |
| 30D | -0.9% | +13.4% | -14.4% | +0.7% |
| 3M | -8.7% | +43.3% | -52.0% | -7.3% |
| 6M | +136.3% | +50.5% | +85.8% | +137.3% |
| YTD | +123.0% | +18.8% | +104.2% | +129.7% |
| 1Y | +195.2% | +45.5% | +149.7% | +218.3% |
| All | +195.2% | +46.0% | +149.2% | +218.3% |
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 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