+855.3%
ABBV vs IQV
+487.2%
+368.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.1% |
| 7D | -4.1% | -2.6% | -1.5% | -3.4% |
| 30D | +1.2% | +6.2% | -5.0% | -0.7% |
| 3M | +12.1% | +38.0% | -25.9% | +0.9% |
| 6M | +12.0% | +43.9% | -31.9% | -1.3% |
| YTD | +12.4% | +14.0% | -1.6% | +5.7% |
| 1Y | +22.9% | +35.5% | -12.6% | +8.9% |
| 3Y | +86.8% | +20.3% | +66.4% | +66.1% |
| 5Y | +181.0% | -1.6% | +182.7% | +160.8% |
| 10Y | +497.0% | +233.4% | +263.5% | +207.3% |
| All | +855.3% | +487.2% | +368.1% | +295.7% |
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