+88.3%
EXPE vs IQV
-1.9%
+90.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -11.5% | -2.6% | -8.9% | -10.2% |
| 30D | -13.1% | +6.2% | -19.3% | -15.9% |
| 3M | +18.1% | +38.0% | -19.8% | -0.8% |
| 6M | +13.3% | +43.9% | -30.7% | -7.8% |
| YTD | -3.2% | +14.0% | -17.2% | -10.7% |
| 1Y | +26.1% | +35.5% | -9.4% | +6.1% |
| 3Y | +151.7% | +20.3% | +131.4% | +114.0% |
| 5Y | +88.3% | -1.6% | +90.0% | +69.1% |
| All | +88.3% | -1.9% | +90.3% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling