+487.8%
INTC vs IQV
+492.3%
-4.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.2% | +12.2% | +10.4% |
| 7D | +17.4% | +0.3% | +17.1% | +17.0% |
| 30D | +2.8% | +8.6% | -5.8% | -1.1% |
| 3M | -5.3% | +41.1% | -46.4% | -20.8% |
| 6M | +140.6% | +48.6% | +92.1% | +94.2% |
| YTD | +183.1% | +15.0% | +168.1% | +155.4% |
| 1Y | +326.8% | +38.1% | +288.6% | +250.9% |
| 3Y | +179.4% | +21.4% | +158.1% | +136.9% |
| 5Y | +111.7% | -1.0% | +112.8% | +93.1% |
| 10Y | +253.8% | +233.0% | +20.9% | +88.3% |
| All | +487.8% | +492.3% | -4.6% | +176.8% |
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