-62.0%
ALNY vs IQV
+25.1%
-87.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.6% |
| 7D | -30.7% | -5.5% | -25.2% | -29.2% |
| 30D | -26.7% | -0.9% | -25.9% | -26.3% |
| 3M | -26.4% | +15.6% | -42.0% | -29.4% |
| 6M | -45.9% | +63.9% | -109.8% | -51.3% |
| YTD | -59.5% | +17.0% | -76.5% | -62.0% |
| 1Y | -62.0% | +25.0% | -87.0% | -63.2% |
| All | -62.0% | +25.1% | -87.1% | -63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling