+215.4%
ADSK vs IQV
+242.6%
-27.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.6% |
| 7D | -2.5% | -2.2% | -0.3% | -1.2% |
| 30D | -14.9% | +8.3% | -23.2% | -18.8% |
| 3M | +3.3% | +44.6% | -41.3% | -17.4% |
| 6M | -15.7% | +52.6% | -68.2% | -35.1% |
| YTD | -28.2% | +16.1% | -44.4% | -35.8% |
| 1Y | -34.5% | +37.3% | -71.8% | -47.5% |
| 3Y | -2.9% | +21.6% | -24.5% | -21.7% |
| 5Y | -25.3% | +0.5% | -25.8% | -31.7% |
| All | +215.4% | +242.6% | -27.2% | +28.2% |
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