+38.0%
IGV vs IQV
+20.0%
+18.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -5.4% | -5.3% | -0.1% | -3.9% |
| 30D | -2.6% | +5.5% | -8.1% | -4.1% |
| 3M | +10.5% | +41.2% | -30.7% | -0.9% |
| 6M | +18.2% | +50.5% | -32.4% | +3.6% |
| YTD | -4.2% | +14.1% | -18.4% | -9.2% |
| 1Y | -9.8% | +39.9% | -49.8% | -19.6% |
| All | +38.0% | +20.0% | +18.0% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling