+583.3%
ADP vs IQV
+505.9%
+77.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.5% |
| 7D | +2.2% | -2.5% | +4.6% | +3.1% |
| 30D | +10.6% | +1.2% | +9.4% | +9.8% |
| 3M | +12.9% | +9.8% | +3.1% | +8.6% |
| 6M | +50.6% | +53.8% | -3.2% | +26.7% |
| YTD | +23.2% | +17.6% | +5.6% | +13.2% |
| 1Y | +25.3% | +18.6% | +6.7% | +14.6% |
| 3Y | +47.1% | +36.9% | +10.2% | +20.6% |
| 5Y | +50.1% | +4.1% | +46.0% | +35.9% |
| 10Y | +323.6% | +243.7% | +79.9% | +129.0% |
| All | +583.3% | +505.9% | +77.4% | +221.1% |
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