+62.8%
FDX vs IQV
+18.7%
+44.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.6% | -2.0% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | -1.4% | +8.6% | -10.0% | -3.0% |
| 3M | -4.5% | +41.1% | -45.6% | -11.5% |
| 6M | +9.4% | +48.6% | -39.1% | -0.3% |
| YTD | +36.0% | +15.0% | +21.0% | +31.3% |
| 1Y | +75.5% | +38.1% | +37.4% | +59.8% |
| 3Y | +62.8% | +21.4% | +41.4% | +42.9% |
| All | +62.8% | +18.7% | +44.1% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling