+36.9%
IQV vs ACI
-31.5%
+68.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -2.2% |
| 7D | -2.5% | +2.3% | -4.7% | -2.6% |
| 30D | +1.2% | +1.2% | -0.1% | +0.9% |
| 3M | +9.8% | +6.8% | +3.0% | +8.9% |
| 6M | +53.8% | -18.7% | +72.5% | +55.8% |
| YTD | +17.6% | -20.2% | +37.8% | +19.1% |
| 1Y | +18.6% | -23.7% | +42.3% | +21.1% |
| 3Y | +36.9% | -31.6% | +68.5% | +43.9% |
| All | +36.9% | -31.5% | +68.4% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling