+33.9%
ALNY vs IQV
-0.1%
+34.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | -0.2% |
| 7D | -6.5% | -2.2% | -4.3% | -5.8% |
| 30D | +11.0% | +8.3% | +2.7% | +7.8% |
| 3M | -14.1% | +44.6% | -58.6% | -24.6% |
| 6M | -22.4% | +52.6% | -75.0% | -33.6% |
| YTD | -37.5% | +16.1% | -53.6% | -41.4% |
| 1Y | -46.9% | +37.3% | -84.2% | -53.6% |
| 3Y | +22.1% | +21.6% | +0.5% | +8.0% |
| All | +33.9% | -0.1% | +34.0% | +16.8% |
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