+116.1%
ALL vs IQV
-1.9%
+118.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -2.2% | -2.6% | +0.4% | -1.8% |
| 30D | -5.6% | +6.2% | -11.8% | -6.5% |
| 3M | +17.2% | +38.0% | -20.7% | +11.2% |
| 6M | +23.2% | +43.9% | -20.7% | +15.7% |
| YTD | +23.6% | +14.0% | +9.6% | +20.3% |
| 1Y | +29.2% | +35.5% | -6.3% | +21.1% |
| 3Y | +153.8% | +20.3% | +133.5% | +138.3% |
| 5Y | +116.1% | -1.6% | +117.7% | +102.9% |
| All | +116.1% | -1.9% | +118.0% | +102.9% |
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