-46.3%
ALB vs IQV
-1.9%
-44.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -7.6% | -5.3% | -2.3% | -5.1% |
| 30D | -5.6% | +5.5% | -11.1% | -8.4% |
| 3M | -16.8% | +41.2% | -58.1% | -32.6% |
| 6M | -26.3% | +50.5% | -76.8% | -43.6% |
| YTD | -13.2% | +14.1% | -27.4% | -22.2% |
| 1Y | +68.8% | +39.9% | +28.9% | +31.2% |
| 3Y | -30.7% | +20.5% | -51.2% | -42.6% |
| 5Y | -46.3% | -1.2% | -45.0% | -50.3% |
| All | -46.3% | -1.9% | -44.3% | -50.3% |
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