+106.8%
FAST vs IQV
-1.9%
+108.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.4% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | -4.7% | +8.6% | -13.3% | -6.8% |
| 3M | +7.9% | +41.1% | -33.2% | -1.9% |
| 6M | +7.4% | +48.6% | -41.1% | -4.4% |
| YTD | +25.1% | +15.0% | +10.1% | +18.9% |
| 1Y | +4.7% | +38.1% | -33.4% | -6.6% |
| 3Y | +94.7% | +21.4% | +73.3% | +75.5% |
| 5Y | +106.8% | -1.0% | +107.8% | +98.8% |
| All | +106.8% | -1.9% | +108.7% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling