+2,770.9%
AVGO vs IQV
+242.6%
+2,528.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.5% |
| 7D | +1.1% | -2.2% | +3.4% | +2.1% |
| 30D | -13.0% | +8.3% | -21.3% | -16.4% |
| 3M | -6.0% | +44.6% | -50.5% | -22.7% |
| 6M | +6.4% | +52.6% | -46.2% | -16.1% |
| YTD | +5.0% | +16.1% | -11.2% | -6.1% |
| 1Y | +1.4% | +37.3% | -35.9% | -17.4% |
| 3Y | +336.8% | +21.6% | +315.2% | +260.2% |
| 5Y | +698.2% | +0.5% | +697.7% | +619.2% |
| All | +2,770.9% | +242.6% | +2,528.4% | +1,242.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling