+477.3%
EXPE vs IQV
+511.9%
-34.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.9% |
| 7D | -9.5% | +2.3% | -11.8% | -10.7% |
| 30D | -6.6% | +13.4% | -20.1% | -13.2% |
| 3M | +31.4% | +43.3% | -11.9% | +6.6% |
| 6M | +35.2% | +50.5% | -15.3% | +5.5% |
| YTD | +5.8% | +18.8% | -13.0% | -5.6% |
| 1Y | +38.7% | +45.5% | -6.8% | +9.9% |
| 3Y | +175.8% | +19.4% | +156.4% | +133.2% |
| 5Y | +111.8% | +1.7% | +110.1% | +92.7% |
| 10Y | +179.7% | +247.9% | -68.2% | +28.6% |
| All | +477.3% | +511.9% | -34.7% | +116.8% |
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 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