+73.7%
FDX vs IQV
+36.0%
+37.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.9% | -5.3% | +1.4% | -3.7% |
| 30D | -3.3% | +5.5% | -8.8% | -3.4% |
| 3M | -2.0% | +41.2% | -43.2% | -3.3% |
| 6M | +8.0% | +50.5% | -42.5% | +6.3% |
| YTD | +35.0% | +14.1% | +20.9% | +33.8% |
| 1Y | +73.7% | +39.9% | +33.7% | +66.1% |
| All | +73.7% | +36.0% | +37.7% | +66.1% |
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