+933.3%
APP vs IQV
+38.7%
+894.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +4.0% |
| 7D | +79.2% | +7.9% | +71.3% | +75.1% |
| 30D | +48.0% | +7.3% | +40.7% | +45.0% |
| 3M | +18.2% | +16.8% | +1.4% | +12.9% |
| 6M | -12.5% | +56.0% | -68.5% | -24.0% |
| YTD | -39.2% | +23.7% | -62.9% | -44.4% |
| 1Y | -33.9% | +32.5% | -66.4% | -40.5% |
| 3Y | +933.3% | +45.3% | +888.0% | +648.7% |
| All | +933.3% | +38.7% | +894.5% | +648.7% |
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