+126.4%
DAL vs IQV
+234.0%
-107.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | +0.1% |
| 7D | +3.4% | +0.3% | +3.0% | +3.1% |
| 30D | -13.6% | +8.6% | -22.1% | -17.4% |
| 3M | +1.2% | +41.1% | -39.9% | -16.7% |
| 6M | +34.5% | +48.6% | -14.1% | +6.5% |
| YTD | +14.7% | +15.0% | -0.3% | +2.7% |
| 1Y | +29.2% | +38.1% | -8.9% | +3.9% |
| 3Y | +100.0% | +21.4% | +78.6% | +65.1% |
| 5Y | +106.3% | -1.0% | +107.3% | +85.7% |
| 10Y | +126.4% | +233.0% | -106.6% | +7.8% |
| All | +126.4% | +234.0% | -107.6% | +7.8% |
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