+71.3%
FLEX vs IQV
+53.2%
+18.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.1% |
| 7D | -0.9% | +2.3% | -3.2% | -0.3% |
| 30D | -10.1% | +13.4% | -23.6% | -7.1% |
| 3M | -31.3% | +43.3% | -74.6% | -26.4% |
| 6M | +71.3% | +50.5% | +20.7% | +83.1% |
| All | +71.3% | +53.2% | +18.0% | +83.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling