+187.0%
AMT vs IQV
+511.9%
-324.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.6% |
| 7D | -0.2% | +2.3% | -2.5% | -0.9% |
| 30D | +4.6% | +13.4% | -8.8% | +0.6% |
| 3M | -8.4% | +43.3% | -51.7% | -18.5% |
| 6M | -6.0% | +50.5% | -56.6% | -18.3% |
| YTD | +2.1% | +18.8% | -16.7% | -5.1% |
| 1Y | -6.4% | +45.5% | -51.8% | -19.1% |
| 3Y | +8.1% | +19.4% | -11.3% | -3.6% |
| 5Y | -31.9% | +1.7% | -33.7% | -36.7% |
| 10Y | +97.1% | +247.9% | -150.8% | +20.5% |
| All | +187.0% | +511.9% | -324.9% | +50.3% |
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