+265.9%
IONQ vs IQV
+50.1%
+215.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +2.3% |
| 7D | +0.8% | +2.3% | -1.5% | -0.8% |
| 30D | -1.0% | +13.4% | -14.5% | -9.8% |
| 3M | -39.8% | +43.3% | -83.1% | -56.3% |
| 6M | +6.4% | +50.5% | -44.1% | -27.0% |
| YTD | -11.9% | +18.8% | -30.7% | -27.1% |
| 1Y | -6.2% | +45.5% | -51.6% | -36.1% |
| 3Y | +125.7% | +19.4% | +106.3% | +74.1% |
| 5Y | +296.0% | +1.7% | +294.3% | +256.1% |
| All | +265.9% | +50.1% | +215.9% | +170.5% |
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