+357.7%
IGV vs IQV
+242.6%
+115.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.5% |
| 7D | -2.9% | -2.2% | -0.7% | -1.9% |
| 30D | -1.5% | +8.3% | -9.8% | -5.2% |
| 3M | +11.7% | +44.6% | -32.9% | -7.5% |
| 6M | +18.4% | +52.6% | -34.1% | -5.1% |
| YTD | -3.9% | +16.1% | -20.1% | -12.8% |
| 1Y | -9.7% | +37.3% | -46.9% | -25.0% |
| 3Y | +38.4% | +21.6% | +16.9% | +16.0% |
| 5Y | +21.6% | +0.5% | +21.1% | +11.7% |
| All | +357.7% | +242.6% | +115.2% | +134.5% |
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