+3,669.1%
FIX vs IQV
+257.0%
+3,412.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +8.4% |
| 7D | -7.2% | +7.9% | -15.1% | -9.9% |
| 30D | -35.1% | +7.3% | -42.4% | -36.9% |
| 3M | -34.3% | +16.8% | -51.1% | -38.5% |
| 6M | -42.9% | +56.0% | -99.0% | -54.1% |
| YTD | +19.5% | +23.7% | -4.3% | +4.5% |
| 1Y | +16.8% | +32.5% | -15.7% | -1.2% |
| 3Y | +506.7% | +45.3% | +461.4% | +367.1% |
| 5Y | +1,046.7% | +10.7% | +1,036.0% | +892.1% |
| All | +3,669.1% | +257.0% | +3,412.1% | +1,817.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling