+7.7%
IQV vs ACI
-42.5%
+50.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.6% | -1.4% |
| 7D | +2.4% | -0.5% | +2.8% | +2.4% |
| 30D | +4.0% | +4.9% | -0.9% | +3.2% |
| 3M | +12.2% | +11.1% | +1.1% | +10.4% |
| 6M | +54.9% | -14.9% | +69.8% | +56.8% |
| YTD | +20.3% | -19.6% | +39.9% | +22.3% |
| 1Y | +22.7% | -22.7% | +45.5% | +25.7% |
| 3Y | +38.3% | -31.2% | +69.6% | +43.7% |
| All | +7.7% | -42.5% | +50.1% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling