-42.3%
ACN vs IQV
+20.0%
-62.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -7.9% | -5.3% | -2.6% | -5.8% |
| 30D | -1.1% | +5.5% | -6.6% | -3.1% |
| 3M | +5.6% | +41.2% | -35.6% | -7.4% |
| 6M | -9.9% | +50.5% | -60.5% | -22.9% |
| YTD | -32.3% | +14.1% | -46.5% | -36.7% |
| 1Y | -25.3% | +39.9% | -65.2% | -34.4% |
| All | -42.3% | +20.0% | -62.3% | -48.4% |
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