+114.7%
ILMN vs IQV
+35.8%
+78.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.5% |
| 7D | -3.9% | -2.6% | -1.3% | -2.7% |
| 30D | +6.9% | +6.2% | +0.7% | +4.5% |
| 3M | +28.1% | +38.0% | -9.9% | +10.6% |
| 6M | +65.0% | +43.9% | +21.0% | +39.0% |
| YTD | +56.3% | +14.0% | +42.3% | +47.6% |
| All | +114.7% | +35.8% | +78.9% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling