+56.9%
IONQ vs IQV
+10.6%
+46.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.8% | +6.4% |
| 7D | +25.5% | +7.9% | +17.6% | +19.0% |
| 30D | -11.4% | +7.3% | -18.7% | -15.4% |
| 3M | -20.5% | +16.8% | -37.3% | -29.2% |
| 6M | -28.2% | +56.0% | -84.3% | -52.5% |
| YTD | -21.2% | +23.7% | -44.9% | -37.1% |
| 1Y | -40.4% | +32.5% | -72.9% | -55.7% |
| 3Y | +214.7% | +45.3% | +169.4% | +90.3% |
| 5Y | +56.9% | +10.7% | +46.1% | +37.1% |
| All | +56.9% | +10.6% | +46.3% | +37.1% |
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