+115.4%
AXP vs IQV
+22.2%
+93.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -2.1% | +2.3% | -4.4% | -2.7% |
| 30D | -6.5% | +13.4% | -20.0% | -9.8% |
| 3M | +4.6% | +43.3% | -38.6% | -6.2% |
| 6M | +5.4% | +50.5% | -45.1% | -7.3% |
| YTD | -11.1% | +18.8% | -29.9% | -16.3% |
| 1Y | -0.3% | +45.5% | -45.8% | -12.8% |
| All | +115.4% | +22.2% | +93.2% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling