+99.0%
ARES vs IQV
-2.1%
+101.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.6% |
| 7D | -2.7% | -2.6% | -0.1% | -1.4% |
| 30D | -2.4% | +6.2% | -8.6% | -5.3% |
| 3M | +3.9% | +38.0% | -34.1% | -13.0% |
| 6M | +26.4% | +43.9% | -17.5% | +2.8% |
| YTD | -14.9% | +14.0% | -28.9% | -21.8% |
| 1Y | -20.4% | +35.5% | -55.9% | -33.8% |
| 3Y | +38.8% | +20.3% | +18.4% | +16.1% |
| All | +99.0% | -2.1% | +101.1% | +86.7% |
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 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