+504.9%
ABBV vs IQV
+242.6%
+262.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | +0.3% | -2.2% | +2.5% | +0.9% |
| 30D | +3.4% | +8.3% | -4.9% | +1.0% |
| 3M | +15.2% | +44.6% | -29.4% | +3.1% |
| 6M | +14.7% | +52.6% | -37.9% | +0.3% |
| YTD | +15.2% | +16.1% | -0.9% | +8.3% |
| 1Y | +20.4% | +37.3% | -16.9% | +7.2% |
| 3Y | +91.3% | +21.6% | +69.8% | +71.2% |
| 5Y | +189.6% | +0.5% | +189.1% | +169.3% |
| All | +504.9% | +242.6% | +262.3% | +209.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling