+273.0%
EMR vs IQV
+242.6%
+30.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +1.8% |
| 7D | -0.4% | -2.2% | +1.8% | +0.6% |
| 30D | -6.8% | +8.3% | -15.1% | -10.1% |
| 3M | +7.5% | +44.6% | -37.1% | -10.3% |
| 6M | +9.9% | +52.6% | -42.7% | -11.5% |
| YTD | +16.0% | +16.1% | -0.2% | +5.1% |
| 1Y | +12.4% | +37.3% | -24.8% | -6.4% |
| 3Y | +60.2% | +21.6% | +38.7% | +35.5% |
| 5Y | +67.9% | +0.5% | +67.4% | +52.3% |
| All | +273.0% | +242.6% | +30.4% | +89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling