+100.6%
AMT vs IQV
+236.7%
-136.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.7% | -5.3% | +2.6% | -1.1% |
| 30D | +2.0% | +5.5% | -3.5% | +0.3% |
| 3M | -9.3% | +41.2% | -50.5% | -19.1% |
| 6M | -5.2% | +50.5% | -55.8% | -17.8% |
| YTD | +0.5% | +14.1% | -13.7% | -5.5% |
| 1Y | -7.3% | +39.9% | -47.2% | -19.1% |
| 3Y | +6.2% | +20.5% | -14.3% | -6.2% |
| 5Y | -31.2% | -1.2% | -30.0% | -35.5% |
| All | +100.6% | +236.7% | -136.2% | +31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling