+0.5%
AZN vs IQV
+46.0%
-45.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -1.0% |
| 7D | 0.0% | +2.3% | -2.3% | -0.3% |
| 30D | +0.7% | +13.4% | -12.7% | -1.2% |
| 3M | -10.5% | +43.3% | -53.8% | -15.3% |
| 6M | -19.3% | +50.5% | -69.8% | -24.1% |
| YTD | -10.6% | +18.8% | -29.4% | -9.7% |
| 1Y | +0.5% | +45.5% | -45.0% | -12.6% |
| All | +0.5% | +46.0% | -45.4% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling