+209.1%
INTU vs IQV
+236.7%
-27.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -9.2% | -5.3% | -3.9% | -6.3% |
| 30D | -7.0% | +5.5% | -12.6% | -9.9% |
| 3M | +10.5% | +41.2% | -30.7% | -9.9% |
| 6M | -30.6% | +50.5% | -81.1% | -45.7% |
| YTD | -52.3% | +14.1% | -66.5% | -56.6% |
| 1Y | -51.8% | +39.9% | -91.7% | -61.3% |
| 3Y | -41.8% | +20.5% | -62.3% | -52.2% |
| 5Y | -42.8% | -1.2% | -41.6% | -46.5% |
| All | +209.1% | +236.7% | -27.7% | +54.1% |
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