+14.7%
FXI vs IQV
+242.6%
-227.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | -3.9% | -2.2% | -1.6% | -3.2% |
| 30D | -2.1% | +8.3% | -10.4% | -4.5% |
| 3M | -0.5% | +44.6% | -45.0% | -11.6% |
| 6M | -4.5% | +52.6% | -57.1% | -17.3% |
| YTD | -9.2% | +16.1% | -25.4% | -14.9% |
| 1Y | -13.8% | +37.3% | -51.1% | -23.9% |
| 3Y | +36.6% | +21.6% | +15.0% | +21.2% |
| 5Y | -6.7% | +0.5% | -7.2% | -13.1% |
| All | +14.7% | +242.6% | -227.9% | -30.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling