+289.5%
C vs IQV
+236.3%
+53.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.2% |
| 7D | +2.6% | -2.6% | +5.2% | +3.8% |
| 30D | +1.9% | +6.2% | -4.3% | -1.1% |
| 3M | +2.8% | +38.0% | -35.2% | -13.1% |
| 6M | +30.6% | +43.9% | -13.4% | +7.0% |
| YTD | +19.9% | +14.0% | +5.9% | +8.7% |
| 1Y | +44.6% | +35.5% | +9.1% | +18.9% |
| 3Y | +272.1% | +20.3% | +251.8% | +210.6% |
| 5Y | +132.0% | -1.6% | +133.6% | +109.5% |
| All | +289.5% | +236.3% | +53.2% | +87.8% |
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