+207.2%
C vs IQV
+250.3%
-43.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | +4.7% | +2.4% | +2.4% | +3.6% |
| 30D | +0.2% | +4.0% | -3.8% | -1.8% |
| 3M | -9.3% | +12.2% | -21.5% | -14.4% |
| 6M | -0.8% | +54.9% | -55.7% | -21.2% |
| YTD | +8.5% | +20.3% | -11.8% | -4.2% |
| 1Y | +23.1% | +22.7% | +0.4% | +7.4% |
| 3Y | +220.8% | +38.3% | +182.4% | +148.9% |
| 5Y | +112.4% | +6.5% | +105.9% | +84.3% |
| All | +207.2% | +250.3% | -43.1% | +51.1% |
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