+8,017.8%
AMD vs IQV
+234.0%
+7,783.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +7.6% |
| 7D | +10.0% | +0.3% | +9.7% | +9.6% |
| 30D | +4.6% | +8.6% | -4.0% | -0.5% |
| 3M | +3.1% | +41.1% | -38.0% | -18.9% |
| 6M | +162.8% | +48.6% | +114.3% | +96.3% |
| YTD | +136.2% | +15.0% | +121.2% | +104.3% |
| 1Y | +234.0% | +38.1% | +195.9% | +152.9% |
| 3Y | +376.7% | +21.4% | +355.3% | +269.8% |
| 5Y | +376.3% | -1.0% | +377.4% | +326.5% |
| 10Y | +8,017.8% | +233.0% | +7,784.9% | +3,153.2% |
| All | +8,017.8% | +234.0% | +7,783.8% | +3,153.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling