+695.6%
AVGO vs IQV
-1.9%
+697.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | -5.3% | +6.3% | +2.7% |
| 30D | -13.3% | +5.5% | -18.8% | -15.0% |
| 3M | -2.9% | +41.2% | -44.1% | -15.1% |
| 6M | +5.7% | +50.5% | -44.8% | -10.7% |
| YTD | +4.6% | +14.1% | -9.5% | -2.1% |
| 1Y | -1.6% | +39.9% | -41.6% | -16.0% |
| 3Y | +336.2% | +20.5% | +315.7% | +284.2% |
| 5Y | +695.6% | -1.2% | +696.9% | +662.1% |
| All | +695.6% | -1.9% | +697.6% | +662.1% |
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