+542.3%
EQIX vs IQV
+487.2%
+55.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | +2.3% | -2.6% | +4.9% | +3.2% |
| 30D | +0.4% | +6.2% | -5.7% | -1.7% |
| 3M | -1.1% | +38.0% | -39.1% | -12.6% |
| 6M | +11.5% | +43.9% | -32.5% | -4.0% |
| YTD | +38.2% | +14.0% | +24.2% | +28.4% |
| 1Y | +36.7% | +35.5% | +1.2% | +17.9% |
| 3Y | +44.1% | +20.3% | +23.7% | +25.2% |
| 5Y | +34.8% | -1.6% | +36.5% | +25.5% |
| 10Y | +248.8% | +233.4% | +15.4% | +95.8% |
| All | +542.3% | +487.2% | +55.0% | +187.8% |
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 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