-23.3%
INFY vs IQV
+25.1%
-48.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.4% |
| 7D | +1.2% | -5.5% | +6.7% | +3.2% |
| 30D | +13.8% | -0.9% | +14.6% | +13.9% |
| 3M | -2.9% | +15.6% | -18.5% | -8.4% |
| 6M | +2.2% | +63.9% | -61.7% | -15.0% |
| YTD | -29.8% | +17.0% | -46.9% | -35.4% |
| 1Y | -23.3% | +25.0% | -48.3% | -30.9% |
| All | -23.3% | +25.1% | -48.4% | -30.9% |
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 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