+22.4%
IP vs IQV
+252.5%
-230.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.8% | +4.1% | -6.8% | -4.3% |
| 30D | +9.2% | +4.7% | +4.5% | +7.1% |
| 3M | -16.1% | +12.6% | -28.7% | -20.2% |
| 6M | +9.6% | +58.2% | -48.6% | -9.6% |
| YTD | -8.8% | +21.8% | -30.6% | -17.9% |
| 1Y | -5.5% | +25.6% | -31.1% | -16.0% |
| 3Y | +19.6% | +40.1% | -20.5% | -3.5% |
| 5Y | -13.5% | +8.7% | -22.1% | -23.8% |
| 10Y | +22.4% | +255.9% | -233.5% | -34.3% |
| All | +22.4% | +252.5% | -230.0% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling