+111.2%
AMD vs IQV
+29.1%
+82.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.2% | +13.5% | +14.8% |
| 7D | +6.5% | +4.8% | +1.7% | +6.8% |
| 30D | -15.3% | +5.9% | -21.2% | -14.8% |
| 3M | +9.7% | +13.7% | -4.0% | +11.4% |
| 6M | +13.2% | +54.0% | -40.8% | +13.0% |
| YTD | +140.6% | +22.1% | +118.5% | +151.5% |
| 1Y | +111.2% | +29.1% | +82.0% | +120.6% |
| All | +111.2% | +29.1% | +82.1% | +120.6% |
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