-5.9%
ABT vs IQV
+25.1%
-31.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.5% | +5.1% | +5.5% |
| 7D | +12.5% | -5.5% | +18.0% | +13.6% |
| 30D | +16.1% | -0.9% | +17.0% | +16.1% |
| 3M | +10.2% | +15.6% | -5.4% | +7.1% |
| 6M | +33.7% | +63.9% | -30.2% | +23.0% |
| YTD | -5.5% | +17.0% | -22.5% | -9.9% |
| 1Y | -5.9% | +25.0% | -30.9% | -13.2% |
| All | -5.9% | +25.1% | -31.0% | -13.2% |
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