+17.6%
ABNB vs IQV
+55.4%
-37.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.7% |
| 7D | -6.5% | -2.2% | -4.2% | -5.4% |
| 30D | -5.5% | +8.3% | -13.8% | -9.1% |
| 3M | +30.0% | +44.6% | -14.5% | +8.8% |
| 6M | +27.6% | +52.6% | -25.0% | +3.2% |
| YTD | +25.4% | +16.1% | +9.3% | +14.9% |
| 1Y | +38.3% | +37.3% | +1.0% | +15.9% |
| 3Y | +15.5% | +21.6% | -6.1% | -1.7% |
| 5Y | +3.0% | +0.5% | +2.5% | -7.4% |
| All | +17.6% | +55.4% | -37.8% | -1.3% |
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