+457.6%
AXP vs IQV
+511.9%
-54.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -3.2% |
| 30D | -6.5% | +13.4% | -20.0% | -12.0% |
| 3M | +4.6% | +43.3% | -38.6% | -12.9% |
| 6M | +5.4% | +50.5% | -45.1% | -15.2% |
| YTD | -11.1% | +18.8% | -29.9% | -20.9% |
| 1Y | -0.3% | +45.5% | -45.8% | -20.5% |
| 3Y | +111.6% | +19.4% | +92.2% | +78.6% |
| 5Y | +117.6% | +1.7% | +115.8% | +94.8% |
| 10Y | +474.1% | +247.9% | +226.2% | +187.3% |
| All | +457.6% | +511.9% | -54.3% | +138.2% |
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