-7.3%
AMT vs IQV
+36.0%
-43.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.7% | -5.3% | +2.6% | -2.3% |
| 30D | +2.0% | +5.5% | -3.5% | +1.7% |
| 3M | -9.3% | +41.2% | -50.5% | -10.9% |
| 6M | -5.2% | +50.5% | -55.8% | -7.2% |
| YTD | +0.5% | +14.1% | -13.7% | -0.4% |
| 1Y | -7.3% | +39.9% | -47.2% | -9.1% |
| All | -7.3% | +36.0% | -43.2% | -9.1% |
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