+34.8%
FAST vs IQV
+30.8%
+4.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +2.7% |
| 7D | +3.8% | +7.9% | -4.0% | +3.1% |
| 30D | +8.1% | +7.3% | +0.8% | +7.3% |
| 3M | +5.8% | +16.8% | -11.0% | +4.2% |
| 6M | +24.9% | +56.0% | -31.2% | +19.6% |
| YTD | +38.9% | +23.7% | +15.2% | +32.7% |
| All | +34.8% | +30.8% | +4.0% | +26.2% |
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