+268.4%
IONQ vs IQV
-1.9%
+270.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | -5.6% | -5.3% | -0.3% | -1.9% |
| 30D | -15.2% | +5.5% | -20.7% | -18.8% |
| 3M | -34.9% | +41.2% | -76.2% | -52.9% |
| 6M | +4.9% | +50.5% | -45.6% | -29.2% |
| YTD | -17.9% | +14.1% | -32.0% | -30.5% |
| 1Y | -16.0% | +39.9% | -55.9% | -42.0% |
| 3Y | +90.5% | +20.5% | +70.0% | +41.3% |
| 5Y | +268.4% | -1.2% | +269.6% | +247.9% |
| All | +268.4% | -1.9% | +270.3% | +247.9% |
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