-29.2%
ALB vs IQV
+19.8%
-49.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -2.5% |
| 7D | -8.6% | -2.6% | -6.0% | -7.7% |
| 30D | -4.0% | +6.2% | -10.2% | -6.6% |
| 3M | -17.4% | +38.0% | -55.4% | -29.8% |
| 6M | -25.4% | +43.9% | -69.3% | -38.9% |
| YTD | -10.5% | +14.0% | -24.5% | -17.0% |
| 1Y | +75.8% | +35.5% | +40.3% | +45.1% |
| All | -29.2% | +19.8% | -49.1% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling