+84.5%
AAPL vs IQV
+20.0%
+64.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.4% | +3.5% |
| 7D | -0.5% | -5.3% | +4.8% | +0.5% |
| 30D | +7.1% | +5.5% | +1.6% | +6.0% |
| 3M | +12.1% | +41.2% | -29.1% | +4.9% |
| 6M | +25.4% | +50.5% | -25.1% | +15.3% |
| YTD | +20.5% | +14.1% | +6.3% | +17.0% |
| 1Y | +44.5% | +39.9% | +4.6% | +33.2% |
| All | +84.5% | +20.0% | +64.6% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 3y: compounded portfolio wealth divided by compounded IQV 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…
3y analysis · Full analysis span regression · 6 months rolling