+61.5%
ALB vs IQV
+46.0%
+15.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -4.4% |
| 7D | -8.1% | +2.3% | -10.4% | -8.2% |
| 30D | +6.3% | +13.4% | -7.2% | +5.6% |
| 3M | -23.6% | +43.3% | -66.9% | -25.6% |
| 6M | -24.6% | +50.5% | -75.1% | -27.4% |
| YTD | -10.3% | +18.8% | -29.1% | -7.6% |
| 1Y | +61.5% | +45.5% | +16.0% | +67.4% |
| All | +61.5% | +46.0% | +15.5% | +67.4% |
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