+37.3%
IQV vs ACI
-32.3%
+69.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.7% |
| 7D | -2.2% | -3.7% | +1.5% | -2.3% |
| 30D | +8.3% | +0.6% | +7.7% | +8.3% |
| 3M | +44.6% | -20.3% | +64.9% | +43.0% |
| 6M | +52.6% | -24.7% | +77.2% | +50.7% |
| YTD | +16.1% | -27.2% | +43.4% | +15.1% |
| 1Y | +37.3% | -32.7% | +70.0% | +36.2% |
| All | +37.3% | -32.3% | +69.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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