+26.0%
EOG vs IQV
+20.0%
+6.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.0% | -5.3% | +6.3% | +1.5% |
| 30D | +2.8% | +5.5% | -2.7% | +2.3% |
| 3M | +5.9% | +41.2% | -35.3% | +2.1% |
| 6M | +17.1% | +50.5% | -33.5% | +11.7% |
| YTD | +43.9% | +14.1% | +29.8% | +42.1% |
| 1Y | +26.9% | +39.9% | -13.1% | +21.0% |
| All | +26.0% | +20.0% | +6.0% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling