+267.1%
DELL vs IQV
+47.3%
+219.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.1% |
| 7D | +8.7% | -2.6% | +11.3% | +8.3% |
| 30D | +16.9% | +6.2% | +10.7% | +18.5% |
| 3M | +40.4% | +38.0% | +2.5% | +42.6% |
| 6M | +267.1% | +43.9% | +223.1% | +263.3% |
| All | +267.1% | +47.3% | +219.8% | +263.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling