+236.7%
INTU vs IQV
+242.6%
-5.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.7% | +1.7% |
| 7D | +0.1% | -2.5% | +2.5% | +1.4% |
| 30D | +10.1% | +1.2% | +8.9% | +8.9% |
| 3M | -4.2% | +9.8% | -14.0% | -9.7% |
| 6M | -7.2% | +53.8% | -61.0% | -28.4% |
| YTD | -47.7% | +17.6% | -65.3% | -53.5% |
| 1Y | -46.7% | +18.6% | -65.3% | -52.9% |
| 3Y | -34.1% | +36.9% | -71.0% | -50.3% |
| 5Y | -43.3% | +4.1% | -47.4% | -48.9% |
| All | +236.7% | +242.6% | -5.8% | +62.8% |
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 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