+762.6%
ETN vs IQV
+488.0%
+274.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | +3.0% | -5.3% | +8.3% | +5.1% |
| 30D | -10.9% | +5.5% | -16.4% | -12.9% |
| 3M | +9.2% | +41.2% | -32.0% | -6.8% |
| 6M | +13.9% | +50.5% | -36.6% | -6.9% |
| YTD | +29.5% | +14.1% | +15.4% | +17.9% |
| 1Y | +14.2% | +39.9% | -25.7% | -5.9% |
| 3Y | +79.9% | +20.5% | +59.4% | +52.1% |
| 5Y | +175.7% | -1.2% | +176.9% | +150.7% |
| 10Y | +693.2% | +233.9% | +459.4% | +302.9% |
| All | +762.6% | +488.0% | +274.6% | +262.6% |
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 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