+110.3%
EEM vs IQV
+492.3%
-382.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.2% |
| 7D | +3.1% | +0.3% | +2.8% | +2.9% |
| 30D | +4.9% | +8.6% | -3.7% | +2.2% |
| 3M | +5.2% | +41.1% | -35.9% | -6.6% |
| 6M | +20.7% | +48.6% | -27.8% | +4.6% |
| YTD | +26.5% | +15.0% | +11.5% | +18.2% |
| 1Y | +37.8% | +38.1% | -0.3% | +20.4% |
| 3Y | +91.0% | +21.4% | +69.6% | +68.1% |
| 5Y | +47.0% | -1.0% | +48.1% | +36.5% |
| 10Y | +125.6% | +233.0% | -107.4% | +26.8% |
| All | +110.3% | +492.3% | -382.0% | +1.6% |
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