+532.6%
INTU vs IQV
+511.9%
+20.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -2.6% |
| 7D | -7.1% | +2.3% | -9.4% | -8.2% |
| 30D | +1.5% | +13.4% | -12.0% | -5.2% |
| 3M | +10.7% | +43.3% | -32.6% | -9.5% |
| 6M | -23.8% | +50.5% | -74.4% | -39.6% |
| YTD | -49.3% | +18.8% | -68.1% | -54.6% |
| 1Y | -49.7% | +45.5% | -95.1% | -59.9% |
| 3Y | -38.0% | +19.4% | -57.4% | -47.9% |
| 5Y | -38.7% | +1.7% | -40.5% | -43.4% |
| 10Y | +221.3% | +247.9% | -26.6% | +62.7% |
| All | +532.6% | +511.9% | +20.7% | +177.2% |
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