+85.5%
ETN vs IQV
+22.1%
+63.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.2% | +3.7% |
| 7D | +3.5% | -2.2% | +5.8% | +3.9% |
| 30D | -7.5% | +8.3% | -15.8% | -8.7% |
| 3M | +8.3% | +44.6% | -36.2% | +0.8% |
| 6M | +20.2% | +52.6% | -32.4% | +9.7% |
| YTD | +34.7% | +16.1% | +18.5% | +31.6% |
| 1Y | +19.4% | +37.3% | -17.8% | +10.4% |
| 3Y | +85.5% | +21.6% | +63.9% | +70.3% |
| All | +85.5% | +22.1% | +63.4% | +70.3% |
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 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