+3.6%
GOOG vs IQV
+25.1%
-21.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.8% | +3.2% |
| 7D | -10.7% | -5.5% | -5.3% | -10.1% |
| 30D | -16.4% | -0.9% | -15.6% | -16.3% |
| 3M | -23.4% | +15.6% | -39.0% | -24.6% |
| 6M | -24.2% | +63.9% | -88.1% | -29.5% |
| YTD | -8.3% | +17.0% | -25.3% | -9.3% |
| 1Y | +3.6% | +25.0% | -21.4% | -0.3% |
| All | +3.6% | +25.1% | -21.5% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling