+506.6%
DAL vs IQV
+537.2%
-30.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +4.0% |
| 7D | +10.0% | +7.9% | +2.2% | +6.0% |
| 30D | +12.0% | +7.3% | +4.7% | +7.9% |
| 3M | +0.8% | +16.8% | -16.0% | -7.5% |
| 6M | +26.2% | +56.0% | -29.8% | -2.1% |
| YTD | +33.7% | +23.7% | +10.0% | +15.0% |
| 1Y | +57.6% | +32.5% | +25.1% | +30.5% |
| 3Y | +183.5% | +45.3% | +138.2% | +112.3% |
| 5Y | +114.2% | +10.7% | +103.4% | +81.9% |
| 10Y | +128.1% | +259.0% | -130.8% | -1.2% |
| All | +506.6% | +537.2% | -30.6% | +104.4% |
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 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