+358.3%
DELL vs IQV
+41.8%
+316.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.2% | +11.8% |
| 7D | +8.2% | -2.2% | +10.5% | +8.5% |
| 30D | +17.1% | +8.3% | +8.8% | +16.3% |
| 3M | +45.2% | +44.6% | +0.6% | +33.4% |
| 6M | +286.8% | +52.6% | +234.2% | +247.6% |
| YTD | +354.8% | +16.1% | +338.7% | +342.6% |
| 1Y | +358.3% | +37.3% | +321.0% | +312.7% |
| All | +358.3% | +41.8% | +316.5% | +312.7% |
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