+15.9%
EW vs IQV
+20.0%
-4.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -3.4% | -5.3% | +1.9% | -2.4% |
| 30D | -7.4% | +5.5% | -12.9% | -8.3% |
| 3M | +0.9% | +41.2% | -40.3% | -5.8% |
| 6M | +1.2% | +50.5% | -49.4% | -6.9% |
| YTD | +1.8% | +14.1% | -12.4% | -1.6% |
| 1Y | +10.8% | +39.9% | -29.1% | +2.4% |
| All | +15.9% | +20.0% | -4.1% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling