+539.8%
ELV vs IQV
+487.2%
+52.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -2.2% | -2.6% | +0.4% | -1.2% |
| 30D | -0.2% | +6.2% | -6.4% | -2.6% |
| 3M | -6.1% | +38.0% | -44.1% | -17.8% |
| 6M | +42.8% | +43.9% | -1.1% | +21.5% |
| YTD | +14.4% | +14.0% | +0.4% | +5.8% |
| 1Y | +28.6% | +35.5% | -6.9% | +10.2% |
| 3Y | -7.4% | +20.3% | -27.8% | -20.9% |
| 5Y | +14.5% | -1.6% | +16.1% | +4.3% |
| 10Y | +257.4% | +233.4% | +24.0% | +72.1% |
| All | +539.8% | +487.2% | +52.5% | +155.9% |
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