-61.4%
ADBE vs IQV
-1.8%
-59.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -12.9% | -5.3% | -7.6% | -10.7% |
| 30D | -5.6% | +5.5% | -11.2% | -7.9% |
| 3M | +6.6% | +41.2% | -34.6% | -9.2% |
| 6M | -9.6% | +50.5% | -60.1% | -25.6% |
| YTD | -28.9% | +14.1% | -43.1% | -34.0% |
| 1Y | -28.9% | +39.9% | -68.9% | -40.5% |
| 3Y | -55.6% | +20.5% | -76.1% | -61.9% |
| All | -61.4% | -1.8% | -59.6% | -62.0% |
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