+74.8%
ENTG vs IQV
+46.0%
+28.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.2% |
| 7D | +2.8% | +2.3% | +0.5% | +2.7% |
| 30D | -4.7% | +13.4% | -18.1% | -5.2% |
| 3M | -0.7% | +43.3% | -44.0% | -5.4% |
| 6M | +7.7% | +50.5% | -42.8% | +0.4% |
| YTD | +65.1% | +18.8% | +46.3% | +73.0% |
| 1Y | +74.8% | +45.5% | +29.3% | +64.3% |
| All | +74.8% | +46.0% | +28.8% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling