+25.0%
IQV vs AEIS
+6.2%
+18.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -11.1% | +11.6% | -0.7% |
| 7D | -5.5% | -12.7% | +7.2% | -6.8% |
| 30D | -0.9% | -28.8% | +28.0% | -4.6% |
| 3M | +15.6% | -38.0% | +53.6% | +9.8% |
| 6M | +63.9% | -45.3% | +109.2% | +58.4% |
| YTD | +17.0% | +1.1% | +15.9% | +7.9% |
| 1Y | +25.0% | +8.6% | +16.4% | +15.4% |
| All | +25.0% | +6.2% | +18.8% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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