+17.2%
ABNB vs IQV
+52.6%
-35.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -2.4% |
| 7D | -7.4% | -2.6% | -4.8% | -6.3% |
| 30D | -8.2% | +6.2% | -14.4% | -10.8% |
| 3M | +29.1% | +38.0% | -8.8% | +10.4% |
| 6M | +26.6% | +43.9% | -17.4% | +5.2% |
| YTD | +25.0% | +14.0% | +11.0% | +15.6% |
| 1Y | +37.0% | +35.5% | +1.5% | +15.4% |
| 3Y | +16.3% | +20.3% | -4.0% | -0.7% |
| 5Y | +2.2% | -1.6% | +3.8% | -7.3% |
| All | +17.2% | +52.6% | -35.4% | -0.8% |
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