-12.0%
DASH vs IQV
+27.5%
-39.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.8% | -1.0% |
| 7D | +0.4% | +1.7% | -1.3% | -0.3% |
| 30D | -6.0% | +5.3% | -11.4% | -7.9% |
| 3M | -15.8% | +17.0% | -32.7% | -20.6% |
| 6M | +7.0% | +54.0% | -47.1% | -9.2% |
| YTD | -20.7% | +20.6% | -41.3% | -28.1% |
| All | -12.0% | +27.5% | -39.5% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling