-98.3%
DFNS vs IQV
+46.0%
-144.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +2.6% |
| 7D | -16.0% | +2.3% | -18.3% | -18.5% |
| 30D | -77.7% | +13.4% | -91.1% | -81.9% |
| 3M | -77.2% | +43.3% | -120.5% | -84.1% |
| 6M | -95.2% | +50.5% | -145.7% | -96.8% |
| YTD | -98.0% | +18.8% | -116.8% | -98.3% |
| 1Y | -98.3% | +45.5% | -143.7% | -99.0% |
| All | -98.3% | +46.0% | -144.2% | -99.0% |
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