+851.5%
DE vs IQV
+242.6%
+608.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.9% |
| 7D | -2.6% | -2.2% | -0.3% | -1.8% |
| 30D | +9.0% | +8.3% | +0.7% | +6.0% |
| 3M | +19.1% | +44.6% | -25.4% | +3.5% |
| 6M | +14.4% | +52.6% | -38.2% | -3.6% |
| YTD | +45.9% | +16.1% | +29.8% | +34.8% |
| 1Y | +43.6% | +37.3% | +6.3% | +23.4% |
| 3Y | +75.9% | +21.6% | +54.3% | +52.1% |
| 5Y | +98.8% | +0.5% | +98.3% | +81.5% |
| All | +851.5% | +242.6% | +608.9% | +414.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling