+222.9%
EWY vs IQV
+22.1%
+200.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.0% |
| 7D | -0.1% | -2.2% | +2.2% | +0.2% |
| 30D | +7.3% | +8.3% | -1.0% | +6.0% |
| 3M | -5.1% | +44.6% | -49.7% | -11.9% |
| 6M | +42.1% | +52.6% | -10.5% | +29.9% |
| YTD | +94.1% | +16.1% | +78.0% | +86.9% |
| 1Y | +147.8% | +37.3% | +110.6% | +129.1% |
| 3Y | +222.9% | +21.6% | +201.4% | +196.1% |
| All | +222.9% | +22.1% | +200.8% | +196.1% |
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