-1.6%
IQV vs A
-16.2%
+14.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.6% | +0.2% |
| 7D | -2.6% | -4.4% | +1.8% | +0.8% |
| 30D | +6.2% | -2.7% | +8.9% | +8.2% |
| 3M | +38.0% | +7.0% | +30.9% | +30.8% |
| 6M | +43.9% | +24.6% | +19.3% | +21.0% |
| YTD | +14.0% | +7.0% | +7.0% | +7.7% |
| 1Y | +35.5% | +15.6% | +19.9% | +20.4% |
| 3Y | +20.3% | +29.9% | -9.6% | -4.7% |
| 5Y | -1.6% | -15.4% | +13.7% | +9.3% |
| All | -1.6% | -16.2% | +14.6% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling