+45.5%
IQV vs AMCR
+13.1%
+32.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +2.3% | -1.9% | +4.2% | +2.9% |
| 30D | +13.4% | -4.1% | +17.5% | +14.8% |
| 3M | +43.3% | +21.7% | +21.6% | +36.8% |
| 6M | +50.5% | +1.5% | +49.0% | +48.5% |
| YTD | +18.8% | +13.1% | +5.7% | +14.1% |
| 1Y | +45.5% | +13.0% | +32.5% | +44.6% |
| All | +45.5% | +13.1% | +32.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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