+20.0%
IQV vs AHR
+360.2%
-340.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -5.3% | -3.0% | -2.2% | -4.9% |
| 30D | +5.5% | +2.6% | +2.9% | +5.2% |
| 3M | +41.2% | +16.0% | +25.2% | +39.3% |
| 6M | +50.5% | +3.1% | +47.4% | +50.2% |
| YTD | +14.1% | +16.0% | -1.9% | +11.5% |
| 1Y | +39.9% | +28.0% | +12.0% | +33.3% |
| All | +20.0% | +360.2% | -340.1% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling