+369.5%
ALAB vs IQV
+3.0%
+366.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +2.1% |
| 7D | -6.2% | -2.2% | -3.9% | -5.8% |
| 30D | -8.7% | +8.3% | -17.0% | -9.7% |
| 3M | -20.7% | +44.6% | -65.3% | -28.1% |
| 6M | +133.5% | +52.6% | +81.0% | +105.9% |
| YTD | +75.1% | +16.1% | +58.9% | +66.8% |
| 1Y | +25.0% | +37.3% | -12.2% | +12.4% |
| All | +369.5% | +3.0% | +366.5% | +299.7% |
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