+47.5%
EWZ vs IQV
+22.6%
+24.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | +6.5% | +2.3% | +4.2% | +6.2% |
| 30D | +4.8% | +13.4% | -8.6% | +3.0% |
| 3M | +9.9% | +43.3% | -33.4% | +3.9% |
| 6M | +1.9% | +50.5% | -48.6% | -4.7% |
| YTD | +20.3% | +18.8% | +1.5% | +16.6% |
| 1Y | +35.6% | +45.5% | -9.8% | +26.2% |
| All | +47.5% | +22.6% | +24.9% | +35.7% |
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 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