+99.2%
D vs IQV
+519.5%
-420.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -3.1% | +2.4% | -5.4% | -3.6% |
| 30D | +8.4% | +4.0% | +4.4% | +7.3% |
| 3M | +0.2% | +12.2% | -11.9% | -2.5% |
| 6M | +9.5% | +54.9% | -45.4% | -1.4% |
| YTD | +18.8% | +20.3% | -1.5% | +12.1% |
| 1Y | +14.7% | +22.7% | -8.0% | +7.6% |
| 3Y | +72.9% | +38.3% | +34.6% | +52.6% |
| 5Y | +13.1% | +6.5% | +6.7% | +5.0% |
| 10Y | +47.2% | +251.5% | -204.3% | +0.5% |
| All | +99.2% | +519.5% | -420.4% | +21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling