+236.7%
IQV vs AGI
+392.3%
-155.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.7% |
| 7D | -2.2% | -2.7% | +0.5% | -2.0% |
| 30D | +8.3% | +7.2% | +1.1% | +7.7% |
| 3M | +44.6% | +4.3% | +40.3% | +43.8% |
| 6M | +52.6% | -27.1% | +79.7% | +55.5% |
| YTD | +16.1% | -6.6% | +22.7% | +16.0% |
| 1Y | +37.3% | +9.5% | +27.8% | +35.2% |
| 3Y | +21.6% | +208.4% | -186.9% | +10.3% |
| 5Y | +0.5% | +401.6% | -401.1% | -11.9% |
| All | +236.7% | +392.3% | -155.6% | +199.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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