+105.5%
B vs IQV
+4.0%
+101.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.3% |
| 7D | -7.3% | -2.5% | -4.9% | -6.9% |
| 30D | -3.3% | +1.2% | -4.5% | -3.5% |
| 3M | -7.8% | +9.8% | -17.5% | -9.2% |
| 6M | -15.5% | +53.8% | -69.3% | -22.0% |
| YTD | -12.3% | +17.6% | -29.9% | -15.4% |
| 1Y | +5.4% | +18.6% | -13.2% | +1.5% |
| 3Y | +165.5% | +36.9% | +128.6% | +145.8% |
| All | +105.5% | +4.0% | +101.5% | +96.3% |
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