+61.9%
D vs IQV
+18.7%
+43.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.9% |
| 7D | +0.8% | +0.3% | +0.4% | +0.7% |
| 30D | -0.7% | +8.6% | -9.3% | -1.6% |
| 3M | +2.1% | +41.1% | -39.0% | -1.6% |
| 6M | +6.8% | +48.6% | -41.7% | +2.1% |
| YTD | +16.5% | +15.0% | +1.5% | +14.9% |
| 1Y | +19.2% | +38.1% | -19.0% | +13.3% |
| 3Y | +61.9% | +21.4% | +40.5% | +45.5% |
| All | +61.9% | +18.7% | +43.2% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling