-65.8%
ETSY vs IQV
-0.1%
-65.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.7% |
| 7D | -4.9% | -2.2% | -2.7% | -3.6% |
| 30D | -8.6% | +8.3% | -16.9% | -12.6% |
| 3M | +4.8% | +44.6% | -39.8% | -16.1% |
| 6M | +38.1% | +52.6% | -14.5% | +5.7% |
| YTD | +31.2% | +16.1% | +15.1% | +17.1% |
| 1Y | +22.1% | +37.3% | -15.2% | -3.0% |
| 3Y | +12.2% | +21.6% | -9.3% | -8.6% |
| All | -65.8% | -0.1% | -65.6% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling