+45.5%
IQV vs AMRZ
-14.5%
+59.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +2.3% | -1.9% | +4.2% | +2.8% |
| 30D | +13.4% | -16.9% | +30.4% | +18.9% |
| 3M | +43.3% | -19.2% | +62.5% | +51.0% |
| 6M | +50.5% | -29.3% | +79.8% | +65.8% |
| YTD | +18.8% | -18.0% | +36.8% | +24.4% |
| 1Y | +45.5% | -15.1% | +60.5% | +52.1% |
| All | +45.5% | -14.5% | +59.9% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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