+75.9%
DE vs IQV
+22.1%
+53.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.6% |
| 7D | -2.6% | -2.2% | -0.3% | -2.2% |
| 30D | +9.0% | +8.3% | +0.7% | +7.6% |
| 3M | +19.1% | +44.6% | -25.4% | +11.7% |
| 6M | +14.4% | +52.6% | -38.2% | +5.8% |
| YTD | +45.9% | +16.1% | +29.8% | +41.8% |
| 1Y | +43.6% | +37.3% | +6.3% | +33.9% |
| 3Y | +75.9% | +21.6% | +54.3% | +66.2% |
| All | +75.9% | +22.1% | +53.8% | +66.2% |
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