+86.1%
AXP vs IQV
+4.0%
+82.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | -0.1% | -2.5% | +2.3% | +0.7% |
| 30D | +4.4% | +1.2% | +3.3% | +3.8% |
| 3M | -6.4% | +9.8% | -16.2% | -9.8% |
| 6M | +4.2% | +53.8% | -49.6% | -12.4% |
| YTD | -12.4% | +17.6% | -30.0% | -19.2% |
| 1Y | -11.1% | +18.6% | -29.7% | -18.3% |
| 3Y | +114.9% | +36.9% | +78.0% | +77.0% |
| All | +86.1% | +4.0% | +82.1% | +58.8% |
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