+549.8%
INTU vs IQV
+519.5%
+30.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.1% |
| 7D | -4.1% | +2.4% | -6.5% | -5.4% |
| 30D | +12.8% | +4.0% | +8.8% | +10.1% |
| 3M | +2.1% | +12.2% | -10.1% | -4.5% |
| 6M | -11.5% | +54.9% | -66.3% | -30.8% |
| YTD | -47.9% | +20.3% | -68.2% | -53.9% |
| 1Y | -47.7% | +22.7% | -70.4% | -54.2% |
| 3Y | -34.0% | +38.3% | -72.3% | -49.3% |
| 5Y | -43.5% | +6.5% | -50.0% | -49.4% |
| 10Y | +231.1% | +251.5% | -20.4% | +66.0% |
| All | +549.8% | +519.5% | +30.3% | +181.5% |
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