+35.4%
ARES vs IQV
+20.0%
+15.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | -7.7% | -5.3% | -2.4% | -6.0% |
| 30D | -8.7% | +5.5% | -14.2% | -10.4% |
| 3M | +2.8% | +41.2% | -38.4% | -10.1% |
| 6M | +23.1% | +50.5% | -27.5% | +4.6% |
| YTD | -17.3% | +14.1% | -31.4% | -22.0% |
| 1Y | -24.3% | +39.9% | -64.2% | -33.6% |
| All | +35.4% | +20.0% | +15.4% | +22.6% |
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