+141.8%
ALB vs IQV
+511.9%
-370.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.8% |
| 7D | -8.1% | +2.3% | -10.4% | -9.2% |
| 30D | +6.3% | +13.4% | -7.2% | -0.3% |
| 3M | -23.6% | +43.3% | -66.9% | -37.6% |
| 6M | -24.6% | +50.5% | -75.1% | -41.1% |
| YTD | -10.3% | +18.8% | -29.1% | -21.3% |
| 1Y | +61.5% | +45.5% | +16.0% | +25.7% |
| 3Y | -34.0% | +19.4% | -53.3% | -43.7% |
| 5Y | -44.6% | +1.7% | -46.3% | -49.4% |
| 10Y | +76.1% | +247.9% | -171.8% | -4.0% |
| All | +141.8% | +511.9% | -370.1% | +16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling