+2.1%
IQV vs AMDL
+117.8%
-115.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +11.7% | -14.9% | -3.6% |
| 7D | +0.3% | +19.9% | -19.6% | -0.3% |
| 30D | +8.6% | +6.3% | +2.3% | +8.2% |
| 3M | +41.1% | -9.9% | +51.0% | +39.3% |
| 6M | +48.6% | +394.3% | -345.8% | +26.3% |
| YTD | +15.0% | +257.3% | -242.3% | -0.9% |
| 1Y | +38.1% | +508.5% | -470.4% | +10.1% |
| All | +2.1% | +117.8% | -115.7% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling