+37.0%
IQV vs ACGL
+31.5%
+5.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +3.3% |
| 7D | +1.7% | +0.9% | +0.8% | +1.4% |
| 30D | +5.3% | +13.7% | -8.4% | +2.0% |
| 3M | +17.0% | +8.0% | +8.9% | +14.6% |
| 6M | +54.0% | +13.3% | +40.8% | +49.8% |
| YTD | +20.6% | +11.8% | +8.8% | +16.9% |
| 1Y | +28.9% | +22.2% | +6.7% | +22.1% |
| 3Y | +37.0% | +32.5% | +4.5% | +36.5% |
| All | +37.0% | +31.5% | +5.5% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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