+488.2%
IQV vs ARMK
+328.3%
+160.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -2.5% | +2.7% | -5.1% | -3.3% |
| 30D | +1.2% | -1.5% | +2.7% | +1.4% |
| 3M | +9.8% | -11.6% | +21.3% | +13.9% |
| 6M | +53.8% | +6.7% | +47.1% | +49.2% |
| YTD | +17.6% | +47.4% | -29.8% | +1.6% |
| 1Y | +18.6% | +41.5% | -22.9% | +3.9% |
| 3Y | +36.9% | +95.5% | -58.6% | +6.3% |
| 5Y | +4.1% | +108.4% | -104.3% | -21.9% |
| 10Y | +243.7% | +132.3% | +111.5% | +133.9% |
| All | +488.2% | +328.3% | +160.0% | +249.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling