+6.5%
D vs IQV
-1.9%
+8.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.0% |
| 7D | +0.8% | +0.3% | +0.4% | +0.7% |
| 30D | -0.7% | +8.6% | -9.3% | -1.9% |
| 3M | +2.1% | +41.1% | -39.0% | -3.2% |
| 6M | +6.8% | +48.6% | -41.7% | +0.1% |
| YTD | +16.5% | +15.0% | +1.5% | +13.5% |
| 1Y | +19.2% | +38.1% | -19.0% | +11.5% |
| 3Y | +61.9% | +21.4% | +40.5% | +51.2% |
| 5Y | +6.5% | -1.0% | +7.6% | +0.4% |
| All | +6.5% | -1.9% | +8.5% | +0.4% |
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