+176.9%
AXON vs IQV
-1.9%
+178.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.6% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -11.5% | +8.6% | -20.1% | -14.5% |
| 3M | +7.3% | +41.1% | -33.8% | -7.4% |
| 6M | -11.9% | +48.6% | -60.5% | -25.6% |
| YTD | -11.0% | +15.0% | -26.0% | -17.3% |
| 1Y | -31.8% | +38.1% | -69.9% | -41.3% |
| 3Y | +135.4% | +21.4% | +114.0% | +104.0% |
| 5Y | +176.9% | -1.0% | +177.9% | +168.9% |
| All | +176.9% | -1.9% | +178.8% | +168.9% |
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