+25.0%
IQV vs A
+24.4%
+0.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.2% |
| 7D | -5.5% | -2.4% | -3.1% | -3.8% |
| 30D | -0.9% | +3.6% | -4.5% | -3.4% |
| 3M | +15.6% | +27.5% | -11.9% | -3.9% |
| 6M | +63.9% | +58.5% | +5.4% | +15.0% |
| YTD | +17.0% | +31.2% | -14.2% | -4.1% |
| 1Y | +25.0% | +22.2% | +2.8% | +6.6% |
| All | +25.0% | +24.4% | +0.7% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling