+706.7%
ETN vs IQV
+242.6%
+464.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.2% | +3.3% |
| 7D | +3.5% | -2.2% | +5.8% | +4.4% |
| 30D | -7.5% | +8.3% | -15.8% | -10.6% |
| 3M | +8.3% | +44.6% | -36.2% | -8.9% |
| 6M | +20.2% | +52.6% | -32.4% | -2.9% |
| YTD | +34.7% | +16.1% | +18.5% | +21.6% |
| 1Y | +19.4% | +37.3% | -17.8% | -1.1% |
| 3Y | +85.5% | +21.6% | +63.9% | +55.4% |
| 5Y | +186.6% | +0.5% | +186.1% | +158.9% |
| All | +706.7% | +242.6% | +464.1% | +289.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling