+34.0%
FANG vs IQV
+26.3%
+7.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.8% |
| 7D | -13.0% | -3.7% | -9.3% | -13.2% |
| 30D | -2.9% | +1.9% | -4.8% | -2.8% |
| 3M | -3.0% | +12.2% | -15.2% | -2.0% |
| 6M | -11.9% | +50.1% | -62.1% | -9.2% |
| YTD | +21.5% | +17.5% | +4.0% | +22.5% |
| 1Y | +34.0% | +26.1% | +7.9% | +35.5% |
| All | +34.0% | +26.3% | +7.7% | +35.5% |
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