+196.7%
EXC vs IQV
+242.6%
-45.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.9% |
| 7D | +1.4% | -2.5% | +3.8% | +2.0% |
| 30D | +8.6% | +1.2% | +7.4% | +8.0% |
| 3M | +2.4% | +9.8% | -7.4% | -0.5% |
| 6M | +6.5% | +53.8% | -47.3% | -6.4% |
| YTD | +9.0% | +17.6% | -8.6% | +2.1% |
| 1Y | +4.6% | +18.6% | -14.0% | -2.4% |
| 3Y | +33.5% | +36.9% | -3.4% | +13.1% |
| 5Y | +41.4% | +4.1% | +37.3% | +30.2% |
| All | +196.7% | +242.6% | -45.9% | +72.3% |
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