+54.4%
DLR vs IQV
+36.2%
+18.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +3.3% | -2.5% | +5.8% | +3.6% |
| 30D | +4.6% | +1.2% | +3.4% | +4.4% |
| 3M | -8.3% | +9.8% | -18.0% | -9.4% |
| 6M | -5.6% | +53.8% | -59.4% | -11.4% |
| YTD | +18.7% | +17.6% | +1.1% | +16.4% |
| 1Y | +17.1% | +18.6% | -1.5% | +14.6% |
| 3Y | +54.4% | +36.9% | +17.5% | +35.8% |
| All | +54.4% | +36.2% | +18.2% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling