-44.6%
FLUT vs IQV
+20.0%
-64.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.6% | -5.3% | +1.7% | -2.0% |
| 30D | -0.3% | +5.5% | -5.9% | -2.0% |
| 3M | -12.6% | +41.2% | -53.9% | -21.7% |
| 6M | -8.0% | +50.5% | -58.5% | -19.2% |
| YTD | -54.1% | +14.1% | -68.3% | -56.6% |
| 1Y | -66.1% | +39.9% | -106.1% | -69.9% |
| All | -44.6% | +20.0% | -64.6% | -54.8% |
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