-44.1%
ACN vs IQV
-2.1%
-42.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -6.3% | -2.6% | -3.7% | -5.1% |
| 30D | -1.4% | +6.2% | -7.6% | -4.1% |
| 3M | +2.6% | +38.0% | -35.4% | -11.6% |
| 6M | -14.3% | +43.9% | -58.2% | -27.8% |
| YTD | -33.1% | +14.0% | -47.1% | -37.8% |
| 1Y | -28.8% | +35.5% | -64.3% | -38.8% |
| 3Y | -43.0% | +20.3% | -63.3% | -50.4% |
| All | -44.1% | -2.1% | -42.1% | -45.9% |
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