+535.9%
IQV vs A
+448.7%
+87.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.8% |
| 7D | +2.3% | -1.9% | +4.2% | +3.6% |
| 30D | +13.4% | +6.9% | +6.5% | +8.2% |
| 3M | +43.3% | +9.2% | +34.0% | +34.6% |
| 6M | +50.5% | +25.7% | +24.9% | +28.0% |
| YTD | +18.8% | +11.5% | +7.3% | +9.7% |
| 1Y | +45.5% | +18.4% | +27.1% | +28.9% |
| 3Y | +19.4% | +26.6% | -7.2% | -0.3% |
| 5Y | +1.7% | -12.8% | +14.5% | +6.9% |
| 10Y | +247.9% | +247.2% | +0.8% | +68.0% |
| All | +535.9% | +448.7% | +87.2% | +156.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling