+198.7%
B vs IQV
+18.7%
+180.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.0% |
| 7D | +2.3% | +0.3% | +2.0% | +2.3% |
| 30D | +1.4% | +8.6% | -7.2% | +0.2% |
| 3M | +12.2% | +41.1% | -28.9% | +6.4% |
| 6M | -2.1% | +48.6% | -50.7% | -8.2% |
| YTD | +2.9% | +15.0% | -12.1% | +0.3% |
| 1Y | +55.3% | +38.1% | +17.2% | +47.2% |
| 3Y | +198.7% | +21.4% | +177.3% | +191.6% |
| All | +198.7% | +18.7% | +180.0% | +191.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling