-90.5%
AMIX vs IQV
+30.8%
-121.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.6% | +9.3% | +13.3% |
| 7D | +1.2% | +7.9% | -6.7% | +5.5% |
| 30D | -45.3% | +7.3% | -52.6% | -43.3% |
| 3M | -83.1% | +16.8% | -99.9% | -81.2% |
| 6M | -76.9% | +56.0% | -132.9% | -73.0% |
| YTD | -85.3% | +23.7% | -109.0% | -83.7% |
| All | -90.5% | +30.8% | -121.3% | -87.0% |
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