+179.3%
EXE vs IQV
+32.4%
+146.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.7% |
| 7D | -1.8% | +0.3% | -2.1% | -1.8% |
| 30D | +6.4% | +8.6% | -2.2% | +5.3% |
| 3M | +9.2% | +41.1% | -31.9% | +4.3% |
| 6M | -7.0% | +48.6% | -55.5% | -12.1% |
| YTD | -9.5% | +15.0% | -24.5% | -11.3% |
| 1Y | +6.2% | +38.1% | -31.9% | +0.5% |
| 3Y | +20.7% | +21.4% | -0.7% | +14.9% |
| 5Y | +103.6% | -1.0% | +104.7% | +93.3% |
| All | +179.3% | +32.4% | +146.9% | +136.4% |
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