+4,404.4%
DELL vs IQV
+242.6%
+4,161.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.2% | +11.2% |
| 7D | +8.2% | -2.2% | +10.5% | +9.3% |
| 30D | +17.1% | +8.3% | +8.8% | +13.0% |
| 3M | +45.2% | +44.6% | +0.6% | +19.3% |
| 6M | +286.8% | +52.6% | +234.2% | +206.5% |
| YTD | +354.8% | +16.1% | +338.7% | +308.5% |
| 1Y | +358.3% | +37.3% | +321.0% | +277.0% |
| 3Y | +724.9% | +21.6% | +703.3% | +594.2% |
| 5Y | +1,193.7% | +0.5% | +1,193.2% | +1,072.5% |
| All | +4,404.4% | +242.6% | +4,161.8% | +2,112.2% |
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 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