+164.3%
EWY vs IQV
+46.0%
+118.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.4% | +6.0% | +4.6% |
| 7D | +4.8% | +2.3% | +2.5% | +4.7% |
| 30D | +11.7% | +13.4% | -1.8% | +11.4% |
| 3M | -7.4% | +43.3% | -50.7% | -10.1% |
| 6M | +40.6% | +50.5% | -10.0% | +34.2% |
| YTD | +94.3% | +18.8% | +75.5% | +89.6% |
| 1Y | +164.3% | +45.5% | +118.8% | +147.7% |
| All | +164.3% | +46.0% | +118.3% | +147.7% |
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