+7.4%
ABT vs IQV
+20.0%
-12.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -5.0% | -5.3% | +0.3% | -4.2% |
| 30D | -5.8% | +5.5% | -11.3% | -6.6% |
| 3M | +16.7% | +41.2% | -24.5% | +10.9% |
| 6M | -5.2% | +50.5% | -55.8% | -10.8% |
| YTD | -16.0% | +14.1% | -30.1% | -18.3% |
| 1Y | -18.3% | +39.9% | -58.2% | -22.8% |
| All | +7.4% | +20.0% | -12.6% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling