+524.1%
FAST vs IQV
+233.5%
+290.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | +1.8% | -2.6% | +4.4% | +2.7% |
| 30D | -6.4% | +6.2% | -12.6% | -8.4% |
| 3M | +5.3% | +38.0% | -32.7% | -6.0% |
| 6M | +5.4% | +43.9% | -38.5% | -8.2% |
| YTD | +23.6% | +14.0% | +9.6% | +15.7% |
| 1Y | +4.1% | +35.5% | -31.4% | -9.1% |
| 3Y | +92.4% | +20.3% | +72.0% | +68.9% |
| 5Y | +106.1% | -1.6% | +107.7% | +92.9% |
| 10Y | +524.1% | +233.4% | +290.7% | +276.7% |
| All | +524.1% | +233.5% | +290.6% | +276.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling