+154.8%
EXPE vs IQV
+19.8%
+134.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -11.5% | -2.6% | -8.9% | -10.3% |
| 30D | -13.1% | +6.2% | -19.3% | -15.6% |
| 3M | +18.1% | +38.0% | -19.8% | +0.8% |
| 6M | +13.3% | +43.9% | -30.7% | -5.8% |
| YTD | -3.2% | +14.0% | -17.2% | -9.9% |
| 1Y | +26.1% | +35.5% | -9.4% | +8.7% |
| All | +154.8% | +19.8% | +134.9% | +107.1% |
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