+450.4%
AXP vs IQV
+521.2%
-70.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -2.4% |
| 7D | +0.6% | +1.7% | -1.1% | -0.3% |
| 30D | +5.8% | +5.3% | +0.5% | +3.1% |
| 3M | -6.0% | +17.0% | -23.0% | -13.1% |
| 6M | +0.3% | +54.0% | -53.7% | -19.9% |
| YTD | -12.3% | +20.6% | -32.9% | -22.7% |
| 1Y | -11.2% | +28.9% | -40.2% | -24.4% |
| 3Y | +117.0% | +37.0% | +80.0% | +69.9% |
| 5Y | +93.2% | +10.0% | +83.2% | +65.6% |
| 10Y | +461.2% | +274.5% | +186.7% | +173.4% |
| All | +450.4% | +521.2% | -70.8% | +132.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling