+357.3%
AMD vs IQV
+36.2%
+321.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.2% | -6.5% | -8.3% |
| 7D | +18.9% | -2.5% | +21.4% | +19.7% |
| 30D | -6.4% | +1.2% | -7.6% | -6.4% |
| 3M | +10.6% | +9.8% | +0.8% | +8.5% |
| 6M | +19.9% | +53.8% | -33.9% | +4.5% |
| YTD | +149.4% | +17.6% | +131.8% | +137.9% |
| 1Y | +115.4% | +18.6% | +96.8% | +104.6% |
| 3Y | +357.3% | +36.9% | +320.4% | +331.1% |
| All | +357.3% | +36.2% | +321.1% | +331.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling