+197.7%
AON vs IQV
+242.6%
-44.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.2% |
| 7D | -6.3% | -2.2% | -4.1% | -5.7% |
| 30D | -14.1% | +8.3% | -22.4% | -16.2% |
| 3M | -9.5% | +44.6% | -54.1% | -19.4% |
| 6M | -4.0% | +52.6% | -56.6% | -16.5% |
| YTD | -13.8% | +16.1% | -29.9% | -19.2% |
| 1Y | -18.3% | +37.3% | -55.6% | -27.8% |
| 3Y | -7.2% | +21.6% | -28.8% | -17.8% |
| 5Y | +7.3% | +0.5% | +6.9% | +0.4% |
| All | +197.7% | +242.6% | -44.9% | +81.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling