-91.6%
AMIX vs IQV
+25.1%
-116.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -2.8% |
| 7D | -25.1% | -5.5% | -19.7% | -27.8% |
| 30D | -54.5% | -0.9% | -53.7% | -54.9% |
| 3M | -91.7% | +15.6% | -107.3% | -90.7% |
| 6M | -79.4% | +63.9% | -143.4% | -77.3% |
| YTD | -86.1% | +17.0% | -103.1% | -85.0% |
| 1Y | -91.6% | +25.0% | -116.6% | -88.0% |
| All | -91.6% | +25.1% | -116.7% | -88.0% |
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 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