+140.8%
IEMG vs IQV
+242.6%
-101.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.7% |
| 7D | -1.3% | -2.2% | +0.9% | -0.7% |
| 30D | +1.9% | +8.3% | -6.4% | -0.5% |
| 3M | +1.4% | +44.6% | -43.2% | -10.4% |
| 6M | +15.2% | +52.6% | -37.4% | -0.6% |
| YTD | +23.8% | +16.1% | +7.7% | +15.7% |
| 1Y | +30.7% | +37.3% | -6.6% | +14.9% |
| 3Y | +83.3% | +21.6% | +61.7% | +61.9% |
| 5Y | +48.8% | +0.5% | +48.3% | +38.1% |
| All | +140.8% | +242.6% | -101.8% | +38.5% |
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