+236.7%
IQV vs AEE
+191.1%
+45.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | -2.2% | -0.8% | -1.5% | -1.9% |
| 30D | +8.3% | -2.9% | +11.2% | +9.7% |
| 3M | +44.6% | -2.4% | +47.0% | +45.9% |
| 6M | +52.6% | -2.7% | +55.3% | +53.2% |
| YTD | +16.1% | +7.3% | +8.9% | +10.8% |
| 1Y | +37.3% | +7.5% | +29.7% | +30.5% |
| 3Y | +21.6% | +46.2% | -24.6% | -2.0% |
| 5Y | +0.5% | +39.7% | -39.2% | -17.6% |
| All | +236.7% | +191.1% | +45.6% | +128.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling