+100.6%
FLEX vs IQV
+41.8%
+58.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +7.4% |
| 7D | +5.7% | -2.2% | +8.0% | +5.5% |
| 30D | -7.0% | +8.3% | -15.3% | -6.3% |
| 3M | -23.8% | +44.6% | -68.4% | -23.1% |
| 6M | +82.6% | +52.6% | +30.1% | +82.6% |
| YTD | +91.6% | +16.1% | +75.5% | +96.8% |
| 1Y | +100.6% | +37.3% | +63.3% | +98.3% |
| All | +100.6% | +41.8% | +58.8% | +98.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling