+46.5%
ETSY vs IQV
+46.0%
+0.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -6.4% |
| 7D | -8.5% | +2.3% | -10.8% | -9.0% |
| 30D | -10.9% | +13.4% | -24.3% | -13.7% |
| 3M | +14.1% | +43.3% | -29.2% | +3.4% |
| 6M | +37.5% | +50.5% | -13.0% | +22.7% |
| YTD | +38.0% | +18.8% | +19.2% | +31.8% |
| 1Y | +46.5% | +45.5% | +1.1% | +36.4% |
| All | +46.5% | +46.0% | +0.6% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling