+153.7%
ALL vs IQV
+18.7%
+135.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -2.0% |
| 7D | -1.7% | +0.3% | -2.0% | -1.7% |
| 30D | -4.7% | +8.6% | -13.3% | -5.5% |
| 3M | +18.4% | +41.1% | -22.7% | +14.3% |
| 6M | +20.5% | +48.6% | -28.0% | +15.6% |
| YTD | +23.5% | +15.0% | +8.5% | +21.6% |
| 1Y | +29.0% | +38.1% | -9.1% | +23.5% |
| 3Y | +153.7% | +21.4% | +132.3% | +144.6% |
| All | +153.7% | +18.7% | +135.0% | +144.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling