+138.6%
ETSY vs IQV
+283.2%
-144.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.4% | +0.5% |
| 7D | -12.7% | -5.3% | -7.5% | -9.8% |
| 30D | -9.9% | +5.5% | -15.4% | -12.8% |
| 3M | +4.2% | +41.2% | -37.1% | -16.3% |
| 6M | +34.2% | +50.5% | -16.3% | +2.3% |
| YTD | +29.1% | +14.1% | +15.0% | +14.9% |
| 1Y | +23.8% | +39.9% | -16.1% | -3.9% |
| 3Y | +6.6% | +20.5% | -13.9% | -13.7% |
| 5Y | -67.0% | -1.2% | -65.8% | -69.2% |
| 10Y | +424.9% | +233.9% | +191.0% | +131.3% |
| All | +138.6% | +283.2% | -144.5% | +1.0% |
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