+12,272.3%
AMD vs IQV
+511.9%
+11,760.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.4% |
| 7D | +2.6% | +2.3% | +0.3% | +1.2% |
| 30D | -0.9% | +13.4% | -14.4% | -7.8% |
| 3M | -8.7% | +43.3% | -52.0% | -28.2% |
| 6M | +136.3% | +50.5% | +85.8% | +77.2% |
| YTD | +123.0% | +18.8% | +104.2% | +90.3% |
| 1Y | +195.2% | +45.5% | +149.7% | +118.8% |
| 3Y | +336.3% | +19.4% | +317.0% | +247.8% |
| 5Y | +334.5% | +1.7% | +332.7% | +284.5% |
| 10Y | +6,259.1% | +247.9% | +6,011.2% | +2,606.7% |
| All | +12,272.3% | +511.9% | +11,760.4% | +4,187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling