+29.1%
IQV vs ABCL
+198.8%
-169.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +4.8% | +2.3% | +2.5% | +4.4% |
| 30D | +5.9% | -0.7% | +6.6% | +5.7% |
| 3M | +13.7% | +33.4% | -19.7% | +8.9% |
| 6M | +54.0% | +137.8% | -83.8% | +32.6% |
| YTD | +22.1% | +264.3% | -242.3% | -7.3% |
| 1Y | +29.1% | +209.2% | -180.0% | -1.7% |
| All | +29.1% | +198.8% | -169.7% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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