+252.1%
INTC vs IQV
+242.6%
+9.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.9% |
| 7D | +7.5% | -2.2% | +9.7% | +8.3% |
| 30D | +2.0% | +8.3% | -6.3% | -1.8% |
| 3M | -12.0% | +44.6% | -56.6% | -27.8% |
| 6M | +114.5% | +52.6% | +62.0% | +69.5% |
| YTD | +179.0% | +16.1% | +162.8% | +149.8% |
| 1Y | +318.3% | +37.3% | +281.0% | +242.6% |
| 3Y | +171.2% | +21.6% | +149.6% | +128.0% |
| 5Y | +107.6% | +0.5% | +107.1% | +87.5% |
| All | +252.1% | +242.6% | +9.5% | +79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling