+45.5%
IQV vs AZO
-28.9%
+74.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +2.3% | +0.7% | +1.6% | +2.1% |
| 30D | +13.4% | -2.7% | +16.1% | +14.3% |
| 3M | +43.3% | -3.2% | +46.5% | +44.5% |
| 6M | +50.5% | -19.7% | +70.3% | +59.6% |
| YTD | +18.8% | -12.0% | +30.8% | +24.1% |
| 1Y | +45.5% | -29.5% | +75.0% | +59.4% |
| All | +45.5% | -28.9% | +74.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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