+306.4%
APP vs IQV
-1.9%
+308.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.0% |
| 7D | +0.3% | -5.3% | +5.6% | +3.4% |
| 30D | -1.3% | +5.5% | -6.8% | -4.5% |
| 3M | -36.2% | +41.2% | -77.4% | -48.7% |
| 6M | -34.1% | +50.5% | -84.7% | -49.6% |
| YTD | -53.3% | +14.1% | -67.5% | -57.8% |
| 1Y | -44.5% | +39.9% | -84.5% | -56.5% |
| 3Y | +646.7% | +20.5% | +626.2% | +486.7% |
| 5Y | +306.4% | -1.2% | +307.7% | +309.2% |
| All | +306.4% | -1.9% | +308.4% | +309.2% |
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