+599.7%
ALL vs IQV
+511.9%
+87.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.0% |
| 7D | 0.0% | +2.3% | -2.3% | -0.6% |
| 30D | -1.5% | +13.4% | -14.9% | -5.0% |
| 3M | +23.6% | +43.3% | -19.7% | +11.3% |
| 6M | +22.3% | +50.5% | -28.2% | +7.9% |
| YTD | +26.5% | +18.8% | +7.7% | +18.3% |
| 1Y | +27.0% | +45.5% | -18.5% | +11.0% |
| 3Y | +149.6% | +19.4% | +130.2% | +124.6% |
| 5Y | +118.1% | +1.7% | +116.4% | +102.3% |
| 10Y | +369.0% | +247.9% | +121.0% | +187.6% |
| All | +599.7% | +511.9% | +87.8% | +272.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling