+11,533.2%
AMD vs IQV
+521.2%
+11,012.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.4% | +9.6% |
| 7D | -11.0% | +1.7% | -12.7% | -11.7% |
| 30D | -30.5% | +5.3% | -35.8% | -32.2% |
| 3M | -8.2% | +17.0% | -25.2% | -16.1% |
| 6M | +6.6% | +54.0% | -47.5% | -20.3% |
| YTD | +109.7% | +20.6% | +89.1% | +77.3% |
| 1Y | +88.9% | +28.9% | +60.0% | +52.8% |
| 3Y | +301.8% | +37.0% | +264.8% | +193.0% |
| 5Y | +229.4% | +10.0% | +219.4% | +178.3% |
| 10Y | +6,745.1% | +274.5% | +6,470.6% | +2,708.2% |
| All | +11,533.2% | +521.2% | +11,012.0% | +3,893.6% |
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 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