+215.4%
IONQ vs IQV
+53.9%
+161.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.5% |
| 7D | +15.3% | +4.1% | +11.2% | +12.4% |
| 30D | -6.1% | +4.7% | -10.8% | -8.5% |
| 3M | -21.6% | +12.6% | -34.2% | -28.0% |
| 6M | -40.1% | +58.2% | -98.3% | -60.1% |
| YTD | -24.1% | +21.8% | -45.9% | -38.1% |
| 1Y | -37.4% | +25.6% | -63.0% | -50.6% |
| 3Y | +219.5% | +40.1% | +179.4% | +109.0% |
| 5Y | +76.9% | +8.7% | +68.2% | +56.7% |
| All | +215.4% | +53.9% | +161.5% | +129.8% |
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