+1,544.8%
DXCM vs IQV
+527.4%
+1,017.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -9.2% | +4.1% | -13.3% | -11.1% |
| 30D | -6.5% | +4.7% | -11.2% | -9.0% |
| 3M | -10.3% | +12.6% | -22.8% | -16.0% |
| 6M | +35.4% | +58.2% | -22.8% | +5.2% |
| YTD | +21.1% | +21.8% | -0.7% | +5.4% |
| 1Y | +38.2% | +25.6% | +12.6% | +18.2% |
| 3Y | -14.6% | +40.1% | -54.6% | -36.2% |
| 5Y | -49.6% | +8.7% | -58.3% | -56.7% |
| 10Y | +393.1% | +255.9% | +137.2% | +96.8% |
| All | +1,544.8% | +527.4% | +1,017.5% | +405.5% |
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