-42.6%
INTU vs IQV
-1.9%
-40.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -8.5% | -2.6% | -5.9% | -7.1% |
| 30D | -6.1% | +6.2% | -12.3% | -9.1% |
| 3M | +7.3% | +38.0% | -30.6% | -10.1% |
| 6M | -33.2% | +43.9% | -77.1% | -45.5% |
| YTD | -52.2% | +14.0% | -66.2% | -56.0% |
| 1Y | -52.7% | +35.5% | -88.2% | -60.7% |
| 3Y | -41.6% | +20.3% | -62.0% | -51.1% |
| 5Y | -42.6% | -1.6% | -41.0% | -42.3% |
| All | -42.6% | -1.9% | -40.7% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling