-18.9%
EXE vs IQV
+25.1%
-44.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -2.9% |
| 7D | -4.7% | -5.5% | +0.8% | -5.0% |
| 30D | +1.0% | -0.9% | +1.9% | +1.0% |
| 3M | -5.6% | +15.6% | -21.2% | -4.8% |
| 6M | -12.3% | +63.9% | -76.2% | -9.7% |
| YTD | -19.5% | +17.0% | -36.5% | -18.3% |
| 1Y | -18.9% | +25.0% | -43.9% | -19.8% |
| All | -18.9% | +25.1% | -44.0% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling