+45.2%
AMZN vs IQV
-1.9%
+47.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.7% | -5.3% | +2.6% | -0.8% |
| 30D | -7.5% | +5.5% | -13.0% | -9.3% |
| 3M | +5.8% | +41.2% | -35.4% | -8.1% |
| 6M | +17.5% | +50.5% | -33.0% | -1.4% |
| YTD | +9.1% | +14.1% | -5.0% | +1.8% |
| 1Y | +9.4% | +39.9% | -30.6% | -7.2% |
| 3Y | +82.2% | +20.5% | +61.7% | +57.9% |
| 5Y | +45.2% | -1.2% | +46.4% | +34.9% |
| All | +45.2% | -1.9% | +47.2% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling