-1.2%
IQV vs AEIS
+219.6%
-220.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.3% | +1.0% |
| 7D | -5.3% | -0.2% | -5.1% | -5.3% |
| 30D | +5.5% | -16.4% | +21.9% | +9.1% |
| 3M | +41.2% | -11.1% | +52.4% | +39.9% |
| 6M | +50.5% | -12.0% | +62.6% | +45.2% |
| YTD | +14.1% | +30.9% | -16.7% | -5.8% |
| 1Y | +39.9% | +74.3% | -34.4% | +2.1% |
| 3Y | +20.5% | +165.2% | -144.7% | -29.5% |
| 5Y | -1.2% | +220.0% | -221.3% | -49.4% |
| All | -1.2% | +219.6% | -220.8% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling