+6.7%
AMZN vs IQV
+25.1%
-18.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.7% | +6.1% |
| 7D | +4.5% | -5.5% | +10.0% | +5.1% |
| 30D | +5.8% | -0.9% | +6.7% | +5.9% |
| 3M | -4.1% | +15.6% | -19.7% | -5.7% |
| 6M | -2.2% | +63.9% | -66.1% | -10.0% |
| YTD | +15.3% | +17.0% | -1.8% | +13.8% |
| 1Y | +6.7% | +25.0% | -18.3% | +3.4% |
| All | +6.7% | +25.1% | -18.4% | +3.4% |
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