+20.4%
IQV vs A
+31.5%
-11.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -1.2% |
| 7D | +0.3% | -2.1% | +2.4% | +1.9% |
| 30D | +8.6% | +0.6% | +8.0% | +7.9% |
| 3M | +41.1% | +10.9% | +30.2% | +30.2% |
| 6M | +48.6% | +28.2% | +20.4% | +22.3% |
| YTD | +15.0% | +8.6% | +6.4% | +7.5% |
| 1Y | +38.1% | +15.5% | +22.6% | +22.7% |
| All | +20.4% | +31.5% | -11.1% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling