+791.3%
ANET vs IQV
-0.1%
+791.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +5.1% |
| 7D | +3.0% | -2.2% | +5.2% | +3.7% |
| 30D | -5.2% | +8.3% | -13.5% | -7.5% |
| 3M | +27.6% | +44.6% | -17.0% | +11.8% |
| 6M | +44.4% | +52.6% | -8.2% | +23.1% |
| YTD | +52.3% | +16.1% | +36.2% | +42.5% |
| 1Y | +30.4% | +37.3% | -6.9% | +13.9% |
| 3Y | +313.3% | +21.6% | +291.7% | +266.7% |
| All | +791.3% | -0.1% | +791.4% | +754.1% |
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