+358.0%
ALL vs IQV
+236.7%
+121.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -4.3% | -5.3% | +1.0% | -2.8% |
| 30D | -3.6% | +5.5% | -9.1% | -5.1% |
| 3M | +13.2% | +41.2% | -28.0% | +2.0% |
| 6M | +22.5% | +50.5% | -28.0% | +7.5% |
| YTD | +22.7% | +14.1% | +8.6% | +15.8% |
| 1Y | +28.3% | +39.9% | -11.6% | +12.8% |
| 3Y | +152.0% | +20.5% | +131.5% | +124.0% |
| 5Y | +115.4% | -1.2% | +116.7% | +101.2% |
| All | +358.0% | +236.7% | +121.3% | +183.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling