+162.8%
FTNT vs IQV
-0.1%
+163.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.4% |
| 7D | -0.1% | -2.2% | +2.1% | +0.6% |
| 30D | -3.0% | +8.3% | -11.3% | -6.0% |
| 3M | +7.6% | +44.6% | -37.0% | -8.0% |
| 6M | +87.0% | +52.6% | +34.4% | +55.3% |
| YTD | +96.5% | +16.1% | +80.4% | +81.3% |
| 1Y | +92.9% | +37.3% | +55.7% | +64.4% |
| 3Y | +139.8% | +21.6% | +118.3% | +103.3% |
| All | +162.8% | -0.1% | +163.0% | +169.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling