+300.1%
ACN vs IQV
+505.9%
-205.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.2% |
| 7D | -3.8% | -2.5% | -1.4% | -2.8% |
| 30D | +16.5% | +1.2% | +15.3% | +15.6% |
| 3M | +41.5% | +9.8% | +31.7% | +34.8% |
| 6M | +60.1% | +53.8% | +6.3% | +30.5% |
| YTD | -3.9% | +17.6% | -21.6% | -12.3% |
| 1Y | +4.1% | +18.6% | -14.5% | -5.4% |
| 3Y | -15.9% | +36.9% | -52.7% | -31.6% |
| 5Y | -26.3% | +4.1% | -30.4% | -32.8% |
| 10Y | +148.2% | +243.7% | -95.5% | +38.8% |
| All | +300.1% | +505.9% | -205.7% | +97.2% |
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 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