+494.1%
IQV vs ARMK
+350.8%
+143.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +2.3% | -2.4% | +4.7% | +3.1% |
| 30D | +13.4% | 0.0% | +13.4% | +13.2% |
| 3M | +43.3% | +6.7% | +36.6% | +39.8% |
| 6M | +50.5% | +38.8% | +11.7% | +33.6% |
| YTD | +18.8% | +55.2% | -36.4% | +1.3% |
| 1Y | +45.5% | +46.6% | -1.1% | +26.4% |
| 3Y | +19.4% | +112.9% | -93.5% | -9.6% |
| 5Y | +1.7% | +144.0% | -142.2% | -27.4% |
| 10Y | +247.9% | +132.4% | +115.5% | +137.9% |
| All | +494.1% | +350.8% | +143.3% | +248.5% |
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 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