+35.8%
EQT vs IQV
+20.0%
+15.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -5.3% | +4.1% | -0.7% |
| 30D | +1.1% | +5.5% | -4.4% | +0.6% |
| 3M | +4.8% | +41.2% | -36.4% | +1.4% |
| 6M | -10.6% | +50.5% | -61.1% | -14.2% |
| YTD | +3.4% | +14.1% | -10.7% | +2.4% |
| 1Y | +8.7% | +39.9% | -31.3% | +4.3% |
| All | +35.8% | +20.0% | +15.8% | +32.6% |
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