+90.5%
EIX vs IQV
+511.9%
-421.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.2% |
| 7D | -19.1% | +2.3% | -21.4% | -19.6% |
| 30D | -16.9% | +13.4% | -30.3% | -19.6% |
| 3M | -20.0% | +43.3% | -63.3% | -27.6% |
| 6M | -21.3% | +50.5% | -71.9% | -30.3% |
| YTD | -1.7% | +18.8% | -20.5% | -7.8% |
| 1Y | +9.6% | +45.5% | -35.9% | -3.5% |
| 3Y | -3.7% | +19.4% | -23.0% | -12.8% |
| 5Y | +22.6% | +1.7% | +20.9% | +14.2% |
| 10Y | +17.7% | +247.9% | -230.2% | -22.5% |
| All | +90.5% | +511.9% | -421.4% | +15.9% |
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