+214.7%
IONQ vs IQV
+38.7%
+176.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.8% | +7.1% |
| 7D | +25.5% | +7.9% | +17.6% | +21.5% |
| 30D | -11.4% | +7.3% | -18.7% | -13.8% |
| 3M | -20.5% | +16.8% | -37.3% | -25.7% |
| 6M | -28.2% | +56.0% | -84.3% | -44.2% |
| YTD | -21.2% | +23.7% | -44.9% | -30.9% |
| 1Y | -40.4% | +32.5% | -72.9% | -49.9% |
| 3Y | +214.7% | +45.3% | +169.4% | +133.4% |
| All | +214.7% | +38.7% | +176.0% | +133.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling