+173.8%
DAL vs IQV
+38.2%
+135.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +1.2% |
| 7D | +8.8% | +1.7% | +7.1% | +8.1% |
| 30D | +5.4% | +5.3% | +0.1% | +3.3% |
| 3M | -4.9% | +17.0% | -21.9% | -10.7% |
| 6M | +19.8% | +54.0% | -34.2% | -0.2% |
| YTD | +27.0% | +20.6% | +6.4% | +15.7% |
| 1Y | +52.5% | +28.9% | +23.5% | +34.7% |
| 3Y | +173.8% | +37.0% | +136.8% | +117.3% |
| All | +173.8% | +38.2% | +135.6% | +117.3% |
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