+755.6%
GOOGL vs IQV
+242.6%
+513.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +1.1% |
| 7D | 0.0% | -2.2% | +2.3% | +0.9% |
| 30D | -1.4% | +8.3% | -9.7% | -4.5% |
| 3M | -5.3% | +44.6% | -49.9% | -19.4% |
| 6M | +9.8% | +52.6% | -42.8% | -9.3% |
| YTD | +8.4% | +16.1% | -7.8% | -0.8% |
| 1Y | +41.2% | +37.3% | +3.9% | +19.5% |
| 3Y | +149.6% | +21.6% | +128.0% | +112.3% |
| 5Y | +142.6% | +0.5% | +142.1% | +123.4% |
| All | +755.6% | +242.6% | +513.0% | +346.7% |
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