+1,840.3%
AMZN vs IQV
+487.2%
+1,353.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -1.0% | -2.6% | +1.6% | 0.0% |
| 30D | -9.2% | +6.2% | -15.4% | -11.4% |
| 3M | +3.4% | +38.0% | -34.6% | -10.1% |
| 6M | +18.2% | +43.9% | -25.7% | +0.1% |
| YTD | +9.3% | +14.0% | -4.7% | +1.0% |
| 1Y | +5.9% | +35.5% | -29.6% | -9.5% |
| 3Y | +82.6% | +20.3% | +62.2% | +57.3% |
| 5Y | +44.9% | -1.6% | +46.5% | +34.8% |
| 10Y | +564.1% | +233.4% | +330.7% | +260.4% |
| All | +1,840.3% | +487.2% | +1,353.1% | +776.6% |
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