+37.3%
IQV vs AJG
-17.2%
+54.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +3.0% | +2.1% |
| 7D | -2.2% | -8.3% | +6.0% | +0.5% |
| 30D | +8.3% | -5.7% | +14.0% | +10.3% |
| 3M | +44.6% | +9.1% | +35.5% | +43.1% |
| 6M | +52.6% | +15.2% | +37.4% | +49.8% |
| YTD | +16.1% | -6.3% | +22.4% | +14.3% |
| 1Y | +37.3% | -19.1% | +56.4% | +34.8% |
| All | +37.3% | -17.2% | +54.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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