+164.3%
INTC vs IQV
+20.0%
+144.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | +9.4% | -5.3% | +14.7% | +10.9% |
| 30D | +2.7% | +5.5% | -2.8% | +0.9% |
| 3M | -6.3% | +41.2% | -47.5% | -18.0% |
| 6M | +114.5% | +50.5% | +63.9% | +81.0% |
| YTD | +171.9% | +14.1% | +157.7% | +157.0% |
| 1Y | +305.0% | +39.9% | +265.1% | +247.4% |
| All | +164.3% | +20.0% | +144.3% | +135.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling