-26.1%
ARES vs IQV
+41.8%
-67.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.2% |
| 7D | -6.1% | -2.2% | -3.8% | -5.4% |
| 30D | -7.5% | +8.3% | -15.8% | -10.1% |
| 3M | +0.1% | +44.6% | -44.5% | -13.8% |
| 6M | +30.3% | +52.6% | -22.3% | +8.8% |
| YTD | -16.6% | +16.1% | -32.7% | -20.4% |
| 1Y | -26.1% | +37.3% | -63.4% | -31.5% |
| All | -26.1% | +41.8% | -67.9% | -31.5% |
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