-99.8%
AMIX vs IQV
+24.2%
-124.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -2.4% |
| 7D | -13.7% | +2.3% | -16.0% | -13.0% |
| 30D | -62.1% | +13.4% | -75.5% | -60.2% |
| 3M | -46.2% | +43.3% | -89.4% | -41.2% |
| 6M | -46.4% | +50.5% | -97.0% | -41.2% |
| YTD | -60.3% | +18.8% | -79.1% | -58.1% |
| 1Y | -79.7% | +45.5% | -125.1% | -77.8% |
| All | -99.8% | +24.2% | -124.0% | -99.7% |
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