+57.4%
INTC vs IQV
+25.1%
+32.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -3.8% |
| 7D | -39.0% | -5.5% | -33.5% | -39.0% |
| 30D | -49.8% | -0.9% | -49.0% | -49.7% |
| 3M | -42.2% | +15.6% | -57.8% | -41.7% |
| 6M | -39.2% | +63.9% | -103.1% | -42.4% |
| YTD | +57.9% | +17.0% | +40.9% | +67.2% |
| 1Y | +57.4% | +25.0% | +32.3% | +72.3% |
| All | +57.4% | +25.1% | +32.3% | +72.3% |
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