-63.5%
ALB vs IQV
+6.5%
-70.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -0.6% |
| 7D | -3.6% | +2.4% | -5.9% | -4.7% |
| 30D | -2.9% | +4.0% | -6.9% | -4.9% |
| 3M | -25.8% | +12.2% | -38.0% | -30.5% |
| 6M | -53.6% | +54.9% | -108.4% | -64.5% |
| YTD | -32.4% | +20.3% | -52.6% | -41.1% |
| 1Y | -13.0% | +22.7% | -35.8% | -25.4% |
| 3Y | -15.0% | +38.3% | -53.3% | -35.5% |
| 5Y | -63.5% | +6.5% | -70.0% | -68.8% |
| All | -63.5% | +6.5% | -70.0% | -68.8% |
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