+1,430.6%
GOOGL vs IQV
+487.2%
+943.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.9% |
| 7D | -1.9% | -2.6% | +0.7% | -0.9% |
| 30D | -7.5% | +6.2% | -13.7% | -9.7% |
| 3M | -9.2% | +38.0% | -47.1% | -21.0% |
| 6M | +8.1% | +43.9% | -35.9% | -8.4% |
| YTD | +5.8% | +14.0% | -8.2% | -2.4% |
| 1Y | +38.3% | +35.5% | +2.8% | +17.8% |
| 3Y | +144.8% | +20.3% | +124.4% | +109.3% |
| 5Y | +132.5% | -1.6% | +134.2% | +115.5% |
| 10Y | +746.7% | +233.4% | +513.2% | +350.1% |
| All | +1,430.6% | +487.2% | +943.3% | +565.9% |
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