+162.4%
ALL vs IQV
+4.0%
+158.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.7% |
| 7D | +5.0% | -2.5% | +7.5% | +5.4% |
| 30D | +13.3% | +1.2% | +12.1% | +13.0% |
| 3M | +3.2% | +9.8% | -6.6% | +1.5% |
| 6M | +25.3% | +53.8% | -28.5% | +16.5% |
| YTD | +30.5% | +17.6% | +12.8% | +26.1% |
| 1Y | +29.2% | +18.6% | +10.6% | +24.6% |
| 3Y | +119.1% | +36.9% | +82.2% | +99.3% |
| All | +162.4% | +4.0% | +158.4% | +141.9% |
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