+234.0%
AMD vs IQV
+39.6%
+194.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +5.5% |
| 7D | +10.0% | +0.3% | +9.7% | +10.1% |
| 30D | +4.6% | +8.6% | -4.0% | +5.7% |
| 3M | +3.1% | +41.1% | -38.0% | +3.6% |
| 6M | +162.8% | +48.6% | +114.3% | +160.7% |
| YTD | +136.2% | +15.0% | +121.2% | +142.7% |
| 1Y | +234.0% | +38.1% | +195.9% | +262.3% |
| All | +234.0% | +39.6% | +194.4% | +262.3% |
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