-6.1%
F vs IQV
+21.2%
-27.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.4% |
| 7D | -3.1% | -2.5% | -0.6% | -2.8% |
| 30D | 0.0% | +1.2% | -1.2% | -0.2% |
| 3M | -13.2% | +9.8% | -23.0% | -14.4% |
| 6M | -10.2% | +53.8% | -64.0% | -15.5% |
| YTD | -4.9% | +17.6% | -22.6% | -6.2% |
| 1Y | -6.1% | +18.6% | -24.7% | -7.8% |
| All | -6.1% | +21.2% | -27.3% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling