+654.6%
APP vs IQV
+22.2%
+632.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.7% |
| 7D | +0.9% | +2.3% | -1.4% | +0.1% |
| 30D | -23.3% | +13.4% | -36.7% | -26.2% |
| 3M | -42.6% | +43.3% | -85.9% | -49.0% |
| 6M | -33.6% | +50.5% | -84.1% | -42.1% |
| YTD | -52.4% | +18.8% | -71.2% | -56.1% |
| 1Y | -35.9% | +45.5% | -81.3% | -43.7% |
| All | +654.6% | +22.2% | +632.4% | +547.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling