+118.9%
EOG vs IQV
+242.6%
-123.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.6% |
| 7D | +1.5% | -2.2% | +3.7% | +2.2% |
| 30D | +2.9% | +8.3% | -5.4% | +0.2% |
| 3M | +8.7% | +44.6% | -35.8% | -4.7% |
| 6M | +12.9% | +52.6% | -39.7% | -3.9% |
| YTD | +43.8% | +16.1% | +27.7% | +33.4% |
| 1Y | +27.1% | +37.3% | -10.2% | +10.1% |
| 3Y | +25.9% | +21.6% | +4.3% | +8.8% |
| 5Y | +177.9% | +0.5% | +177.4% | +152.9% |
| All | +118.9% | +242.6% | -123.7% | +33.8% |
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