+476.2%
DAL vs IQV
+521.2%
-45.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +0.8% |
| 7D | +8.8% | +1.7% | +7.1% | +7.8% |
| 30D | +5.4% | +5.3% | +0.1% | +2.4% |
| 3M | -4.9% | +17.0% | -21.9% | -12.9% |
| 6M | +19.8% | +54.0% | -34.2% | -6.5% |
| YTD | +27.0% | +20.6% | +6.4% | +10.6% |
| 1Y | +52.5% | +28.9% | +23.5% | +28.0% |
| 3Y | +173.8% | +37.0% | +136.8% | +111.6% |
| 5Y | +104.5% | +10.0% | +94.6% | +74.0% |
| 10Y | +129.7% | +274.5% | -144.7% | -2.6% |
| All | +476.2% | +521.2% | -45.0% | +96.6% |
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