+26.9%
EWZ vs IQV
+511.9%
-485.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | +6.5% | +2.3% | +4.2% | +5.6% |
| 30D | +4.8% | +13.4% | -8.6% | -0.1% |
| 3M | +9.9% | +43.3% | -33.4% | -5.2% |
| 6M | +1.9% | +50.5% | -48.6% | -14.6% |
| YTD | +20.3% | +18.8% | +1.5% | +9.5% |
| 1Y | +35.6% | +45.5% | -9.8% | +12.7% |
| 3Y | +43.4% | +19.4% | +24.1% | +23.8% |
| 5Y | +55.9% | +1.7% | +54.2% | +40.2% |
| 10Y | +84.2% | +247.9% | -163.8% | -8.5% |
| All | +26.9% | +511.9% | -485.0% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling