+181.3%
EXC vs IQV
+492.3%
-311.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +1.5% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | -2.7% | +8.6% | -11.3% | -4.8% |
| 3M | -1.0% | +41.1% | -42.1% | -9.5% |
| 6M | -9.3% | +48.6% | -57.8% | -18.8% |
| YTD | +3.6% | +15.0% | -11.4% | -1.7% |
| 1Y | +5.9% | +38.1% | -32.2% | -5.0% |
| 3Y | +21.3% | +21.4% | -0.1% | +9.0% |
| 5Y | +46.2% | -1.0% | +47.2% | +37.6% |
| 10Y | +151.5% | +233.0% | -81.5% | +65.7% |
| All | +181.3% | +492.3% | -311.0% | +78.8% |
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