+4.6%
ABNB vs IQV
-1.8%
+6.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -9.5% | -5.3% | -4.2% | -7.0% |
| 30D | -9.4% | +5.5% | -14.9% | -11.8% |
| 3M | +29.9% | +41.2% | -11.4% | +9.1% |
| 6M | +26.6% | +50.5% | -23.9% | +2.2% |
| YTD | +23.5% | +14.1% | +9.4% | +13.8% |
| 1Y | +35.8% | +39.9% | -4.1% | +11.7% |
| 3Y | +15.0% | +20.5% | -5.5% | -2.8% |
| All | +4.6% | -1.8% | +6.4% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling