+91.3%
ABBV vs IQV
+22.1%
+69.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | +0.3% | -2.2% | +2.5% | +0.7% |
| 30D | +3.4% | +8.3% | -4.9% | +1.8% |
| 3M | +15.2% | +44.6% | -29.4% | +7.2% |
| 6M | +14.7% | +52.6% | -37.9% | +5.1% |
| YTD | +15.2% | +16.1% | -0.9% | +11.4% |
| 1Y | +20.4% | +37.3% | -16.9% | +11.5% |
| 3Y | +91.3% | +21.6% | +69.8% | +74.9% |
| All | +91.3% | +22.1% | +69.3% | +74.9% |
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