+18.6%
IQV vs ACM
-46.0%
+64.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | -2.5% | +5.6% | -8.1% | -3.8% |
| 30D | +1.2% | +20.8% | -19.6% | -3.5% |
| 3M | +9.8% | +11.4% | -1.6% | +6.7% |
| 6M | +53.8% | +0.9% | +52.9% | +52.9% |
| YTD | +17.6% | -24.8% | +42.4% | +27.0% |
| 1Y | +18.6% | -46.4% | +65.0% | +27.5% |
| All | +18.6% | -46.0% | +64.6% | +27.5% |
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