+22.3%
DIS vs IQV
+233.5%
-211.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.5% |
| 7D | -3.5% | -2.6% | -0.9% | -2.6% |
| 30D | +1.0% | +6.2% | -5.2% | -1.4% |
| 3M | +5.7% | +38.0% | -32.3% | -7.2% |
| 6M | +3.3% | +43.9% | -40.7% | -11.6% |
| YTD | -7.7% | +14.0% | -21.7% | -14.3% |
| 1Y | -10.0% | +35.5% | -45.5% | -22.5% |
| 3Y | +31.7% | +20.3% | +11.4% | +13.8% |
| 5Y | -42.2% | -1.6% | -40.6% | -46.5% |
| 10Y | +22.3% | +233.4% | -211.1% | -26.6% |
| All | +22.3% | +233.5% | -211.1% | -26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling