+391.7%
APP vs IQV
+27.1%
+364.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +3.0% |
| 7D | +0.9% | +2.3% | -1.4% | -0.5% |
| 30D | -23.3% | +13.4% | -36.7% | -28.7% |
| 3M | -42.6% | +43.3% | -85.9% | -54.2% |
| 6M | -33.6% | +50.5% | -84.1% | -48.9% |
| YTD | -52.4% | +18.8% | -71.2% | -58.0% |
| 1Y | -35.9% | +45.5% | -81.3% | -50.8% |
| 3Y | +642.2% | +19.4% | +622.8% | +502.8% |
| 5Y | +311.1% | +1.7% | +309.4% | +282.7% |
| All | +391.7% | +27.1% | +364.6% | +333.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling