+25.0%
IQV vs AEE
+13.9%
+11.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +1.1% |
| 7D | -5.5% | +4.7% | -10.2% | -4.2% |
| 30D | -0.9% | +13.4% | -14.3% | +2.7% |
| 3M | +15.6% | +4.1% | +11.5% | +17.2% |
| 6M | +63.9% | +2.0% | +61.9% | +65.9% |
| YTD | +17.0% | +15.6% | +1.4% | +22.7% |
| 1Y | +25.0% | +14.1% | +10.9% | +31.7% |
| All | +25.0% | +13.9% | +11.2% | +31.7% |
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