+298.7%
FLEX vs IQV
+39.3%
+259.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -0.8% |
| 7D | +17.1% | +2.4% | +14.7% | +16.7% |
| 30D | -29.5% | +4.0% | -33.5% | -30.0% |
| 3M | -37.3% | +12.2% | -49.4% | -38.6% |
| 6M | -44.1% | +54.9% | -98.9% | -49.9% |
| YTD | +29.3% | +20.3% | +9.0% | +24.0% |
| 1Y | +24.2% | +22.7% | +1.4% | +18.0% |
| All | +298.7% | +39.3% | +259.4% | +240.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling