+37.3%
IQV vs ACM
-48.8%
+86.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | -2.2% | -4.6% | +2.3% | -0.9% |
| 30D | +8.3% | +4.1% | +4.2% | +6.9% |
| 3M | +44.6% | -8.3% | +52.9% | +47.5% |
| 6M | +52.6% | -30.1% | +82.6% | +68.4% |
| YTD | +16.1% | -32.6% | +48.7% | +30.1% |
| 1Y | +37.3% | -49.6% | +86.8% | +62.3% |
| All | +37.3% | -48.8% | +86.1% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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