-79.7%
AMIX vs IQV
+46.0%
-125.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -2.7% |
| 7D | -13.7% | +2.3% | -16.0% | -12.7% |
| 30D | -62.1% | +13.4% | -75.5% | -59.2% |
| 3M | -46.2% | +43.3% | -89.4% | -41.9% |
| 6M | -46.4% | +50.5% | -97.0% | -42.7% |
| YTD | -60.3% | +18.8% | -79.1% | -56.6% |
| 1Y | -79.7% | +45.5% | -125.1% | -80.5% |
| All | -79.7% | +46.0% | -125.6% | -80.5% |
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