+301.8%
AMD vs IQV
+38.2%
+263.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.4% | +10.5% |
| 7D | -11.0% | +1.7% | -12.7% | -11.3% |
| 30D | -30.5% | +5.3% | -35.8% | -31.1% |
| 3M | -8.2% | +17.0% | -25.2% | -11.3% |
| 6M | +6.6% | +54.0% | -47.5% | -7.0% |
| YTD | +109.7% | +20.6% | +89.1% | +98.6% |
| 1Y | +88.9% | +28.9% | +60.0% | +73.9% |
| 3Y | +301.8% | +37.0% | +264.8% | +252.6% |
| All | +301.8% | +38.2% | +263.6% | +252.6% |
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 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