+65.2%
ALAB vs IQV
+46.0%
+19.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.4% | +11.2% | +9.6% |
| 7D | +7.2% | +2.3% | +4.9% | +7.4% |
| 30D | -2.5% | +13.4% | -16.0% | -1.4% |
| 3M | -13.3% | +43.3% | -56.6% | -14.3% |
| 6M | +172.8% | +50.5% | +122.3% | +163.0% |
| YTD | +86.6% | +18.8% | +67.8% | +81.1% |
| 1Y | +65.2% | +45.5% | +19.7% | +57.1% |
| All | +65.2% | +46.0% | +19.2% | +57.1% |
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