+20.3%
EXE vs IQV
+19.8%
+0.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.6% |
| 7D | -2.7% | -2.6% | -0.1% | -2.6% |
| 30D | -0.4% | +6.2% | -6.6% | -0.7% |
| 3M | +9.5% | +38.0% | -28.5% | +7.6% |
| 6M | -9.3% | +43.9% | -53.3% | -11.2% |
| YTD | -10.9% | +14.0% | -24.9% | -11.1% |
| 1Y | +4.3% | +35.5% | -31.2% | +2.1% |
| All | +20.3% | +19.8% | +0.4% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling