+2,281.0%
AAPL vs IQV
+498.2%
+1,782.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.1% |
| 7D | +3.8% | -2.2% | +6.1% | +4.7% |
| 30D | +9.9% | +8.3% | +1.6% | +6.5% |
| 3M | +12.5% | +44.6% | -32.1% | -3.3% |
| 6M | +27.6% | +52.6% | -24.9% | +6.3% |
| YTD | +22.6% | +16.1% | +6.4% | +12.5% |
| 1Y | +45.0% | +37.3% | +7.7% | +23.3% |
| 3Y | +87.8% | +21.6% | +66.2% | +60.2% |
| 5Y | +128.7% | +0.5% | +128.2% | +108.9% |
| 10Y | +1,308.9% | +239.7% | +1,069.2% | +686.3% |
| All | +2,281.0% | +498.2% | +1,782.8% | +1,167.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling