+1,349.9%
FLEX vs IQV
+519.5%
+830.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -0.5% |
| 7D | +17.1% | +2.4% | +14.7% | +16.0% |
| 30D | -29.5% | +4.0% | -33.5% | -30.8% |
| 3M | -37.3% | +12.2% | -49.4% | -40.9% |
| 6M | -44.1% | +54.9% | -98.9% | -56.6% |
| YTD | +29.3% | +20.3% | +9.0% | +11.8% |
| 1Y | +24.2% | +22.7% | +1.4% | +5.9% |
| 3Y | +297.3% | +38.3% | +259.0% | +199.6% |
| 5Y | +446.2% | +6.5% | +439.7% | +370.3% |
| 10Y | +643.7% | +251.5% | +392.2% | +240.7% |
| All | +1,349.9% | +519.5% | +830.3% | +454.4% |
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 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