+68.7%
IQV vs AMRZ
-20.1%
+88.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -2.2% | -7.5% | +5.3% | -0.1% |
| 30D | +8.3% | -12.4% | +20.7% | +12.1% |
| 3M | +44.6% | -22.4% | +67.0% | +53.8% |
| 6M | +52.6% | -29.5% | +82.1% | +66.8% |
| YTD | +16.1% | -24.1% | +40.3% | +24.2% |
| 1Y | +37.3% | -26.3% | +63.5% | +46.9% |
| All | +68.7% | -20.1% | +88.8% | +77.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling