+119.9%
FISV vs IQV
+488.0%
-368.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | -7.2% | -5.3% | -1.9% | -5.1% |
| 30D | -7.2% | +5.5% | -12.7% | -9.3% |
| 3M | -8.2% | +41.2% | -49.4% | -21.0% |
| 6M | -17.7% | +50.5% | -68.2% | -31.7% |
| YTD | -27.2% | +14.1% | -41.3% | -32.5% |
| 1Y | -63.0% | +39.9% | -102.9% | -68.8% |
| 3Y | -59.8% | +20.5% | -80.3% | -65.5% |
| 5Y | -55.8% | -1.2% | -54.6% | -59.4% |
| 10Y | -2.4% | +233.9% | -236.3% | -49.7% |
| All | +119.9% | +488.0% | -368.0% | -4.8% |
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 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