-31.9%
ADSK vs IQV
+46.0%
-77.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.4% | -6.8% | -7.7% |
| 7D | -16.4% | +2.3% | -18.7% | -17.2% |
| 30D | -9.2% | +13.4% | -22.7% | -14.0% |
| 3M | -6.7% | +43.3% | -50.0% | -20.0% |
| 6M | -15.5% | +50.5% | -66.0% | -29.0% |
| YTD | -26.4% | +18.8% | -45.2% | -34.0% |
| 1Y | -31.9% | +45.5% | -77.4% | -40.1% |
| All | -31.9% | +46.0% | -77.8% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling