+271.2%
EW vs IQV
+242.6%
+28.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.2% |
| 7D | +4.9% | -2.5% | +7.4% | +6.0% |
| 30D | +23.9% | +1.2% | +22.8% | +23.1% |
| 3M | +15.8% | +9.8% | +6.0% | +10.8% |
| 6M | +31.7% | +53.8% | -22.1% | +7.4% |
| YTD | +25.7% | +17.6% | +8.1% | +13.5% |
| 1Y | +24.4% | +18.6% | +5.8% | +11.8% |
| 3Y | +65.9% | +36.9% | +29.0% | +31.1% |
| 5Y | -7.6% | +4.1% | -11.7% | -16.5% |
| All | +271.2% | +242.6% | +28.7% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling