+96.7%
ELAN vs IQV
+22.1%
+74.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.7% |
| 7D | -5.4% | -2.2% | -3.2% | -4.6% |
| 30D | +4.7% | +8.3% | -3.6% | +1.2% |
| 3M | -3.7% | +44.6% | -48.2% | -18.5% |
| 6M | -1.2% | +52.6% | -53.8% | -19.1% |
| YTD | +2.4% | +16.1% | -13.7% | -5.6% |
| 1Y | +23.4% | +37.3% | -13.9% | +3.8% |
| 3Y | +96.7% | +21.6% | +75.1% | +50.2% |
| All | +96.7% | +22.1% | +74.6% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling