-1.2%
IQV vs ACI
-44.6%
+43.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -5.3% | -7.1% | +1.8% | -4.4% |
| 30D | +5.5% | -4.5% | +10.0% | +6.1% |
| 3M | +41.2% | -22.3% | +63.5% | +44.7% |
| 6M | +50.5% | -28.4% | +78.9% | +55.7% |
| YTD | +14.1% | -29.5% | +43.7% | +18.0% |
| 1Y | +39.9% | -34.2% | +74.2% | +46.0% |
| 3Y | +20.5% | -45.7% | +66.2% | +28.9% |
| 5Y | -1.2% | -40.8% | +39.6% | +1.9% |
| All | -1.2% | -44.6% | +43.3% | +1.9% |
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 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