+151.4%
ADBE vs IQV
+242.6%
-91.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.5% |
| 7D | -5.4% | -2.2% | -3.1% | -4.2% |
| 30D | -2.5% | +8.3% | -10.8% | -6.4% |
| 3M | +15.3% | +44.6% | -29.3% | -5.1% |
| 6M | -7.8% | +52.6% | -60.4% | -26.7% |
| YTD | -27.9% | +16.1% | -44.1% | -34.6% |
| 1Y | -28.0% | +37.3% | -65.3% | -40.7% |
| 3Y | -55.3% | +21.6% | -76.9% | -62.8% |
| 5Y | -61.7% | +0.5% | -62.2% | -64.6% |
| All | +151.4% | +242.6% | -91.2% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling