+1,436.6%
GOOG vs IQV
+488.0%
+948.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.5% | -5.3% | +2.8% | -0.5% |
| 30D | -3.6% | +5.5% | -9.1% | -5.7% |
| 3M | -6.4% | +41.2% | -47.7% | -19.3% |
| 6M | +7.8% | +50.5% | -42.8% | -10.1% |
| YTD | +5.5% | +14.1% | -8.7% | -2.7% |
| 1Y | +38.3% | +39.9% | -1.7% | +16.4% |
| 3Y | +143.1% | +20.5% | +122.6% | +108.1% |
| 5Y | +135.0% | -1.2% | +136.2% | +117.6% |
| 10Y | +778.1% | +233.9% | +544.2% | +370.4% |
| All | +1,436.6% | +488.0% | +948.6% | +576.3% |
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 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