+405.5%
EBAY vs IQV
+487.2%
-81.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.7% |
| 7D | -3.0% | -2.6% | -0.4% | -2.1% |
| 30D | -3.6% | +6.2% | -9.8% | -5.7% |
| 3M | -4.4% | +38.0% | -42.4% | -15.4% |
| 6M | +12.1% | +43.9% | -31.9% | -3.1% |
| YTD | +19.9% | +14.0% | +5.9% | +12.1% |
| 1Y | +13.4% | +35.5% | -22.1% | -1.2% |
| 3Y | +150.5% | +20.3% | +130.1% | +120.5% |
| 5Y | +54.8% | -1.6% | +56.5% | +45.2% |
| 10Y | +268.1% | +233.4% | +34.6% | +109.9% |
| All | +405.5% | +487.2% | -81.7% | +142.1% |
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