+651.5%
ADI vs IQV
+242.6%
+408.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +4.0% |
| 7D | +4.6% | -2.2% | +6.8% | +5.7% |
| 30D | -1.2% | +8.3% | -9.5% | -5.0% |
| 3M | -7.8% | +44.6% | -52.4% | -24.7% |
| 6M | +19.3% | +52.6% | -33.2% | -6.8% |
| YTD | +40.9% | +16.1% | +24.8% | +25.3% |
| 1Y | +54.5% | +37.3% | +17.2% | +24.5% |
| 3Y | +123.4% | +21.6% | +101.9% | +83.9% |
| 5Y | +142.3% | +0.5% | +141.8% | +118.5% |
| All | +651.5% | +242.6% | +408.9% | +270.3% |
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