-91.7%
AMIX vs IQV
+28.0%
-119.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.2% | -19.8% | -20.1% |
| 7D | -8.1% | +4.1% | -12.1% | -6.1% |
| 30D | -52.3% | +4.7% | -57.0% | -51.2% |
| 3M | -83.8% | +12.6% | -96.4% | -82.4% |
| 6M | -79.0% | +58.2% | -137.1% | -75.8% |
| YTD | -87.2% | +21.8% | -109.0% | -85.9% |
| 1Y | -91.7% | +25.6% | -117.3% | -89.5% |
| All | -91.7% | +28.0% | -119.7% | -89.5% |
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