-41.3%
ALNY vs IQV
+46.0%
-87.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.0% |
| 7D | +12.2% | +2.3% | +9.9% | +11.5% |
| 30D | +16.3% | +13.4% | +2.9% | +12.0% |
| 3M | -12.4% | +43.3% | -55.6% | -19.4% |
| 6M | -18.7% | +50.5% | -69.2% | -26.3% |
| YTD | -33.1% | +18.8% | -51.9% | -37.3% |
| 1Y | -41.3% | +45.5% | -86.8% | -47.7% |
| All | -41.3% | +46.0% | -87.3% | -47.7% |
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