+384.5%
ALAB vs IQV
+1.1%
+383.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.2% |
| 7D | +9.6% | -2.6% | +12.2% | +10.1% |
| 30D | -5.3% | +6.2% | -11.5% | -6.1% |
| 3M | -12.0% | +38.0% | -50.0% | -19.3% |
| 6M | +145.7% | +43.9% | +101.8% | +120.5% |
| YTD | +80.7% | +14.0% | +66.7% | +72.6% |
| 1Y | +40.1% | +35.5% | +4.6% | +25.9% |
| All | +384.5% | +1.1% | +383.4% | +313.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling