+101.5%
DAL vs IQV
+22.2%
+79.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.3% |
| 7D | +0.1% | +2.3% | -2.2% | -0.7% |
| 30D | -13.9% | +13.4% | -27.4% | -18.1% |
| 3M | +1.1% | +43.3% | -42.2% | -13.2% |
| 6M | +26.2% | +50.5% | -24.3% | +5.6% |
| YTD | +16.4% | +18.8% | -2.4% | +6.7% |
| 1Y | +33.9% | +45.5% | -11.6% | +11.0% |
| All | +101.5% | +22.2% | +79.3% | +66.9% |
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 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