+1,451.9%
ENTG vs IQV
+492.3%
+959.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +3.6% |
| 7D | +8.9% | +0.3% | +8.6% | +8.5% |
| 30D | -7.2% | +8.6% | -15.8% | -12.0% |
| 3M | +6.4% | +41.1% | -34.7% | -17.4% |
| 6M | +25.7% | +48.6% | -22.9% | -7.3% |
| YTD | +67.9% | +15.0% | +52.9% | +44.3% |
| 1Y | +72.4% | +38.1% | +34.3% | +30.6% |
| 3Y | +48.4% | +21.4% | +27.0% | +19.0% |
| 5Y | +20.1% | -1.0% | +21.1% | +10.1% |
| 10Y | +768.2% | +233.0% | +535.2% | +318.1% |
| All | +1,451.9% | +492.3% | +959.6% | +512.0% |
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 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