+45.1%
ABNB vs IQV
+46.0%
-0.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.3% |
| 7D | -4.0% | +2.3% | -6.3% | -4.7% |
| 30D | +19.3% | +13.4% | +5.9% | +14.4% |
| 3M | +36.1% | +43.3% | -7.2% | +20.8% |
| 6M | +34.2% | +50.5% | -16.3% | +17.1% |
| YTD | +34.1% | +18.8% | +15.3% | +26.7% |
| 1Y | +45.1% | +45.5% | -0.3% | +34.5% |
| All | +45.1% | +46.0% | -0.8% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling