+158.8%
B vs IQV
-1.9%
+160.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.3% |
| 7D | +1.0% | -2.6% | +3.6% | +1.5% |
| 30D | +9.5% | +6.2% | +3.3% | +8.5% |
| 3M | +14.3% | +38.0% | -23.6% | +8.1% |
| 6M | -1.9% | +43.9% | -45.8% | -8.3% |
| YTD | +4.1% | +14.0% | -9.9% | +1.1% |
| 1Y | +56.1% | +35.5% | +20.6% | +47.0% |
| 3Y | +202.0% | +20.3% | +181.7% | +187.4% |
| 5Y | +158.8% | -1.6% | +160.5% | +143.6% |
| All | +158.8% | -1.9% | +160.7% | +143.6% |
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 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