+46.0%
EQT vs IQV
+488.0%
-442.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -5.3% | +4.1% | +0.1% |
| 30D | +1.1% | +5.5% | -4.4% | -0.3% |
| 3M | +4.8% | +41.2% | -36.4% | -4.4% |
| 6M | -10.6% | +50.5% | -61.1% | -20.4% |
| YTD | +3.4% | +14.1% | -10.7% | -1.7% |
| 1Y | +8.7% | +39.9% | -31.3% | -2.7% |
| 3Y | +35.0% | +20.5% | +14.5% | +22.1% |
| 5Y | +204.2% | -1.2% | +205.5% | +186.0% |
| 10Y | +52.5% | +233.9% | -181.4% | -6.4% |
| All | +46.0% | +488.0% | -442.0% | -22.7% |
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