+113.6%
C vs IQV
+4.0%
+109.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.6% |
| 7D | +4.2% | -2.5% | +6.6% | +4.9% |
| 30D | +2.0% | +1.2% | +0.8% | +1.5% |
| 3M | -10.1% | +9.8% | -19.9% | -12.9% |
| 6M | +1.0% | +53.8% | -52.8% | -13.6% |
| YTD | +8.5% | +17.6% | -9.1% | +0.9% |
| 1Y | +25.7% | +18.6% | +7.1% | +16.5% |
| 3Y | +216.0% | +36.9% | +179.1% | +166.6% |
| All | +113.6% | +4.0% | +109.6% | +82.9% |
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