+1,846.0%
AXON vs IQV
+233.5%
+1,612.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.6% |
| 7D | -3.3% | -2.6% | -0.7% | -2.0% |
| 30D | -17.8% | +6.2% | -24.0% | -20.2% |
| 3M | +8.3% | +38.0% | -29.7% | -7.8% |
| 6M | -12.4% | +43.9% | -56.3% | -27.0% |
| YTD | -13.7% | +14.0% | -27.7% | -20.4% |
| 1Y | -33.1% | +35.5% | -68.6% | -43.5% |
| 3Y | +128.2% | +20.3% | +107.9% | +92.0% |
| 5Y | +170.5% | -1.6% | +172.1% | +152.3% |
| 10Y | +1,846.0% | +233.4% | +1,612.6% | +912.6% |
| All | +1,846.0% | +233.5% | +1,612.5% | +912.6% |
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 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