-66.1%
FIS vs IQV
-1.9%
-64.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.1% |
| 7D | -9.1% | -2.6% | -6.5% | -8.1% |
| 30D | -10.4% | +6.2% | -16.6% | -12.4% |
| 3M | -3.7% | +38.0% | -41.7% | -14.8% |
| 6M | -24.8% | +43.9% | -68.7% | -34.8% |
| YTD | -41.6% | +14.0% | -55.6% | -45.0% |
| 1Y | -42.7% | +35.5% | -78.3% | -49.7% |
| 3Y | -26.2% | +20.3% | -46.6% | -34.5% |
| 5Y | -66.1% | -1.6% | -64.5% | -70.1% |
| All | -66.1% | -1.9% | -64.2% | -70.1% |
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 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