+440.3%
AXP vs IQV
+259.6%
+180.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.5% | -0.2% |
| 7D | -1.1% | +7.9% | -9.0% | -4.8% |
| 30D | +5.2% | +7.3% | -2.1% | +1.4% |
| 3M | -4.6% | +16.8% | -21.4% | -12.1% |
| 6M | +3.2% | +56.0% | -52.8% | -19.3% |
| YTD | -11.3% | +23.7% | -35.1% | -23.5% |
| 1Y | -11.0% | +32.5% | -43.5% | -26.1% |
| 3Y | +120.2% | +45.3% | +74.9% | +63.1% |
| 5Y | +91.7% | +10.7% | +81.0% | +62.1% |
| 10Y | +440.3% | +259.0% | +181.4% | +156.2% |
| All | +440.3% | +259.6% | +180.7% | +156.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling