+378.0%
FDX vs IQV
+527.4%
-149.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -2.1% | +4.1% | -6.1% | -3.5% |
| 30D | +10.4% | +4.7% | +5.7% | +8.4% |
| 3M | +0.5% | +12.6% | -12.1% | -4.2% |
| 6M | +6.5% | +58.2% | -51.7% | -11.5% |
| YTD | +40.2% | +21.8% | +18.4% | +26.2% |
| 1Y | +52.1% | +25.6% | +26.5% | +35.1% |
| 3Y | +72.8% | +40.1% | +32.7% | +41.1% |
| 5Y | +76.3% | +8.7% | +67.6% | +56.6% |
| 10Y | +155.7% | +255.9% | -100.2% | +39.0% |
| All | +378.0% | +527.4% | -149.4% | +119.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling