-35.9%
APP vs IQV
+46.0%
-81.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.8% |
| 7D | +0.9% | +2.3% | -1.4% | -0.1% |
| 30D | -23.3% | +13.4% | -36.7% | -27.0% |
| 3M | -42.6% | +43.3% | -85.9% | -51.0% |
| 6M | -33.6% | +50.5% | -84.1% | -44.7% |
| YTD | -52.4% | +18.8% | -71.2% | -58.6% |
| 1Y | -35.9% | +45.5% | -81.3% | -42.0% |
| All | -35.9% | +46.0% | -81.8% | -42.0% |
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