+188.9%
DUK vs IQV
+498.2%
-309.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | -0.7% | -2.2% | +1.6% | -0.3% |
| 30D | -2.4% | +8.3% | -10.7% | -3.8% |
| 3M | -3.0% | +44.6% | -47.6% | -9.4% |
| 6M | -6.6% | +52.6% | -59.1% | -14.0% |
| YTD | +4.6% | +16.1% | -11.6% | +0.7% |
| 1Y | +1.2% | +37.3% | -36.0% | -6.1% |
| 3Y | +45.7% | +21.6% | +24.1% | +35.5% |
| 5Y | +40.3% | +0.5% | +39.8% | +34.0% |
| 10Y | +129.9% | +239.7% | -109.8% | +69.0% |
| All | +188.9% | +498.2% | -309.3% | +102.0% |
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