+37.3%
IQV vs ARMK
+54.5%
-17.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.4% | +1.0% |
| 7D | -2.2% | +3.1% | -5.4% | -3.0% |
| 30D | +8.3% | -2.8% | +11.1% | +8.9% |
| 3M | +44.6% | +7.6% | +37.0% | +41.1% |
| 6M | +52.6% | +47.9% | +4.7% | +31.8% |
| YTD | +16.1% | +60.0% | -43.9% | -3.3% |
| 1Y | +37.3% | +52.2% | -15.0% | +16.5% |
| All | +37.3% | +54.5% | -17.3% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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