+138.3%
ADI vs IQV
-0.1%
+138.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +4.2% |
| 7D | +4.6% | -2.2% | +6.8% | +5.4% |
| 30D | -1.2% | +8.3% | -9.5% | -4.1% |
| 3M | -7.8% | +44.6% | -52.4% | -21.2% |
| 6M | +19.3% | +52.6% | -33.2% | -1.6% |
| YTD | +40.9% | +16.1% | +24.8% | +30.2% |
| 1Y | +54.5% | +37.3% | +17.2% | +31.0% |
| 3Y | +123.4% | +21.6% | +101.9% | +93.3% |
| All | +138.3% | -0.1% | +138.4% | +121.0% |
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