+4,782.6%
DELL vs IQV
+237.6%
+4,545.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.6% |
| 7D | +8.7% | -2.6% | +11.3% | +10.0% |
| 30D | +16.9% | +6.2% | +10.7% | +13.7% |
| 3M | +40.4% | +38.0% | +2.5% | +17.9% |
| 6M | +267.1% | +43.9% | +223.1% | +198.9% |
| YTD | +329.1% | +14.0% | +315.1% | +288.3% |
| 1Y | +346.9% | +35.5% | +311.4% | +268.9% |
| 3Y | +696.6% | +20.3% | +676.3% | +572.4% |
| 5Y | +1,106.2% | -1.6% | +1,107.8% | +1,003.3% |
| 10Y | +4,177.7% | +233.4% | +3,944.3% | +2,004.7% |
| All | +4,782.6% | +237.6% | +4,545.0% | +2,274.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling