+4.4%
IQV vs AMDL
+102.5%
-98.1%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -17.6% | +15.4% | -1.6% |
| 7D | -2.5% | +37.2% | -39.7% | -3.7% |
| 30D | +1.2% | -24.0% | +25.2% | +1.3% |
| 3M | +9.8% | -1.0% | +10.8% | +8.5% |
| 6M | +53.8% | -3.2% | +57.0% | +48.4% |
| YTD | +17.6% | +232.2% | -214.6% | +0.5% |
| 1Y | +18.6% | +137.7% | -119.1% | +3.6% |
| All | +4.4% | +102.5% | -98.1% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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