+42.8%
EQIX vs IQV
+22.1%
+20.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +1.1% |
| 7D | +0.2% | -2.2% | +2.4% | +0.4% |
| 30D | -2.5% | +8.3% | -10.8% | -3.5% |
| 3M | 0.0% | +44.6% | -44.6% | -5.5% |
| 6M | +7.6% | +52.6% | -44.9% | +0.4% |
| YTD | +37.5% | +16.1% | +21.4% | +35.4% |
| 1Y | +32.9% | +37.3% | -4.4% | +25.3% |
| 3Y | +42.8% | +21.6% | +21.2% | +32.4% |
| All | +42.8% | +22.1% | +20.7% | +32.4% |
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 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