+45.5%
IQV vs AEE
+8.8%
+36.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +2.3% | +0.3% | +2.0% | +2.4% |
| 30D | +13.4% | -2.3% | +15.7% | +12.8% |
| 3M | +43.3% | +0.2% | +43.1% | +45.4% |
| 6M | +50.5% | -4.7% | +55.3% | +49.6% |
| YTD | +18.8% | +8.1% | +10.7% | +22.7% |
| 1Y | +45.5% | +8.5% | +36.9% | +51.0% |
| All | +45.5% | +8.8% | +36.7% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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