+4,288.1%
FTNT vs IQV
+488.0%
+3,800.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +1.6% | -5.3% | +6.9% | +4.1% |
| 30D | -1.9% | +5.5% | -7.4% | -4.5% |
| 3M | +14.4% | +41.2% | -26.9% | -4.3% |
| 6M | +88.7% | +50.5% | +38.1% | +51.7% |
| YTD | +100.0% | +14.1% | +85.9% | +81.7% |
| 1Y | +99.9% | +39.9% | +59.9% | +62.9% |
| 3Y | +147.9% | +20.5% | +127.4% | +103.8% |
| 5Y | +155.8% | -1.2% | +157.0% | +134.9% |
| 10Y | +2,121.1% | +233.9% | +1,887.2% | +977.2% |
| All | +4,288.1% | +488.0% | +3,800.1% | +1,649.1% |
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 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