+62.9%
FDX vs IQV
-1.9%
+64.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -2.3% | -2.6% | +0.3% | -1.6% |
| 30D | -4.9% | +6.2% | -11.1% | -6.5% |
| 3M | -6.5% | +38.0% | -44.4% | -15.4% |
| 6M | +6.7% | +43.9% | -37.3% | -5.5% |
| YTD | +33.9% | +14.0% | +19.9% | +26.8% |
| 1Y | +72.2% | +35.5% | +36.7% | +52.6% |
| 3Y | +60.2% | +20.3% | +39.9% | +42.7% |
| 5Y | +62.9% | -1.6% | +64.6% | +46.8% |
| All | +62.9% | -1.9% | +64.9% | +46.8% |
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