+45.7%
EXC vs IQV
-1.9%
+47.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +0.3% | -2.6% | +2.9% | +0.6% |
| 30D | -0.9% | +6.2% | -7.1% | -1.6% |
| 3M | -2.7% | +38.0% | -40.7% | -6.5% |
| 6M | -9.4% | +43.9% | -53.3% | -13.6% |
| YTD | +3.0% | +14.0% | -11.0% | +1.3% |
| 1Y | +5.1% | +35.5% | -30.4% | +0.1% |
| 3Y | +20.6% | +20.3% | +0.3% | +15.2% |
| 5Y | +45.7% | -1.6% | +47.4% | +42.0% |
| All | +45.7% | -1.9% | +47.6% | +42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling