+79.2%
DIS vs IQV
+511.9%
-432.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.2% |
| 7D | -2.6% | +2.3% | -4.9% | -3.4% |
| 30D | +3.5% | +13.4% | -9.9% | -1.3% |
| 3M | +6.8% | +43.3% | -36.5% | -7.2% |
| 6M | +3.0% | +50.5% | -47.5% | -13.0% |
| YTD | -6.7% | +18.8% | -25.5% | -14.5% |
| 1Y | -10.1% | +45.5% | -55.5% | -24.4% |
| 3Y | +33.0% | +19.4% | +13.7% | +16.2% |
| 5Y | -40.0% | +1.7% | -41.7% | -45.1% |
| 10Y | +21.1% | +247.9% | -226.9% | -31.9% |
| All | +79.2% | +511.9% | -432.7% | -15.0% |
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 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