+117.0%
AXP vs IQV
+2.2%
+114.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.6% |
| 7D | -2.1% | +2.3% | -4.4% | -2.9% |
| 30D | -6.5% | +13.4% | -20.0% | -10.7% |
| 3M | +4.6% | +43.3% | -38.6% | -9.0% |
| 6M | +5.4% | +50.5% | -45.1% | -10.6% |
| YTD | -11.1% | +18.8% | -29.9% | -18.1% |
| 1Y | -0.3% | +45.5% | -45.8% | -16.0% |
| 3Y | +111.6% | +19.4% | +92.2% | +87.3% |
| All | +117.0% | +2.2% | +114.8% | +97.0% |
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