+529.6%
IQV vs A
+533.6%
-4.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.8% | -2.6% |
| 7D | -2.5% | -0.5% | -2.0% | -2.2% |
| 30D | +1.2% | 0.0% | +1.2% | +1.1% |
| 3M | +9.8% | +16.7% | -6.9% | -1.8% |
| 6M | +53.8% | +54.8% | -1.0% | +12.7% |
| YTD | +17.6% | +28.8% | -11.2% | -1.9% |
| 1Y | +18.6% | +19.3% | -0.7% | +4.1% |
| 3Y | +36.9% | +65.5% | -28.6% | -4.8% |
| 5Y | +4.1% | +12.1% | -8.0% | -7.6% |
| 10Y | +243.7% | +305.4% | -61.6% | +49.3% |
| All | +529.6% | +533.6% | -4.1% | +129.4% |
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