+205.1%
EOG vs IQV
+487.2%
-282.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | -1.3% | -2.6% | +1.3% | -0.5% |
| 30D | +3.4% | +6.2% | -2.8% | +1.3% |
| 3M | +7.8% | +38.0% | -30.1% | -3.9% |
| 6M | +13.4% | +43.9% | -30.6% | -1.5% |
| YTD | +43.5% | +14.0% | +29.5% | +33.8% |
| 1Y | +29.7% | +35.5% | -5.8% | +12.8% |
| 3Y | +23.2% | +20.3% | +2.8% | +6.9% |
| 5Y | +176.4% | -1.6% | +178.1% | +152.9% |
| 10Y | +119.1% | +233.4% | -114.3% | +23.2% |
| All | +205.1% | +487.2% | -282.1% | +44.4% |
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