+63.8%
DIA vs IQV
-1.9%
+65.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | -3.0% | -5.3% | +2.3% | -1.8% |
| 30D | -3.0% | +5.5% | -8.5% | -4.3% |
| 3M | +4.5% | +41.2% | -36.7% | -4.4% |
| 6M | +9.8% | +50.5% | -40.8% | -1.7% |
| YTD | +9.3% | +14.1% | -4.9% | +4.6% |
| 1Y | +16.0% | +39.9% | -24.0% | +4.5% |
| 3Y | +57.7% | +20.5% | +37.2% | +44.0% |
| 5Y | +63.8% | -1.2% | +65.0% | +54.4% |
| All | +63.8% | -1.9% | +65.7% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling