+191.4%
INFY vs IQV
+498.2%
-306.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +0.9% |
| 7D | -5.4% | -2.2% | -3.1% | -4.6% |
| 30D | -9.9% | +8.3% | -18.2% | -12.4% |
| 3M | -4.6% | +44.6% | -49.1% | -16.4% |
| 6M | -18.5% | +52.6% | -71.0% | -30.1% |
| YTD | -36.5% | +16.1% | -52.7% | -40.7% |
| 1Y | -32.8% | +37.3% | -70.0% | -40.9% |
| 3Y | -32.2% | +21.6% | -53.8% | -40.0% |
| 5Y | -44.7% | +0.5% | -45.2% | -48.5% |
| 10Y | +82.3% | +239.7% | -157.3% | +12.2% |
| All | +191.4% | +498.2% | -306.8% | +60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling