+195.9%
ACN vs IQV
+511.9%
-316.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.7% |
| 7D | -1.5% | +2.3% | -3.8% | -2.5% |
| 30D | +9.4% | +13.4% | -4.1% | +3.2% |
| 3M | +5.6% | +43.3% | -37.6% | -10.5% |
| 6M | -9.3% | +50.5% | -59.8% | -25.2% |
| YTD | -29.0% | +18.8% | -47.8% | -35.1% |
| 1Y | -24.7% | +45.5% | -70.1% | -37.4% |
| 3Y | -39.8% | +19.4% | -59.2% | -47.6% |
| 5Y | -40.9% | +1.7% | -42.6% | -45.3% |
| 10Y | +91.1% | +247.9% | -156.8% | +6.7% |
| All | +195.9% | +511.9% | -316.0% | +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 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