+34.1%
D vs IQV
+242.6%
-208.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.4% |
| 7D | -2.2% | -2.2% | 0.0% | -1.8% |
| 30D | -4.5% | +8.3% | -12.8% | -6.2% |
| 3M | -2.5% | +44.6% | -47.1% | -10.9% |
| 6M | +5.5% | +52.6% | -47.0% | -5.4% |
| YTD | +13.3% | +16.1% | -2.9% | +7.7% |
| 1Y | +11.8% | +37.3% | -25.4% | +1.2% |
| 3Y | +56.7% | +21.6% | +35.2% | +42.3% |
| 5Y | +4.3% | +0.5% | +3.8% | -2.0% |
| All | +34.1% | +242.6% | -208.5% | -9.0% |
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