+27.0%
ALL vs IQV
+46.0%
-18.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.3% |
| 7D | 0.0% | +2.3% | -2.3% | 0.0% |
| 30D | -1.5% | +13.4% | -14.9% | -1.9% |
| 3M | +23.6% | +43.3% | -19.7% | +22.7% |
| 6M | +22.3% | +50.5% | -28.2% | +21.4% |
| YTD | +26.5% | +18.8% | +7.7% | +25.0% |
| 1Y | +27.0% | +45.5% | -18.5% | +25.0% |
| All | +27.0% | +46.0% | -18.9% | +25.0% |
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