+464.9%
AXP vs IQV
+234.0%
+230.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.5% |
| 7D | +0.6% | +0.3% | +0.3% | +0.4% |
| 30D | -4.3% | +8.6% | -12.9% | -8.4% |
| 3M | +4.7% | +41.1% | -36.4% | -13.3% |
| 6M | +9.0% | +48.6% | -39.6% | -13.1% |
| YTD | -11.1% | +15.0% | -26.1% | -20.2% |
| 1Y | +1.3% | +38.1% | -36.8% | -18.4% |
| 3Y | +114.5% | +21.4% | +93.1% | +76.0% |
| 5Y | +118.0% | -1.0% | +119.1% | +96.3% |
| 10Y | +464.9% | +233.0% | +232.0% | +175.1% |
| All | +464.9% | +234.0% | +230.9% | +175.1% |
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