+60.8%
EWZ vs IQV
+252.3%
-191.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | +1.3% | +4.8% | -3.5% | -0.5% |
| 30D | -26.2% | +5.9% | -32.0% | -27.7% |
| 3M | -8.6% | +13.7% | -22.3% | -13.1% |
| 6M | -17.0% | +54.0% | -71.0% | -31.0% |
| YTD | +2.2% | +22.1% | -19.9% | -8.2% |
| 1Y | +2.7% | +29.1% | -26.5% | -10.1% |
| 3Y | +18.2% | +40.4% | -22.2% | -6.2% |
| 5Y | +56.0% | +9.1% | +46.9% | +35.5% |
| 10Y | +60.8% | +251.2% | -190.4% | -24.5% |
| All | +60.8% | +252.3% | -191.5% | -24.5% |
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