+96.9%
IQV vs ACI
+25.9%
+71.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +13.4% | +5.9% | +7.5% | +12.8% |
| 3M | +43.3% | -19.8% | +63.1% | +45.5% |
| 6M | +50.5% | -24.7% | +75.3% | +53.7% |
| YTD | +18.8% | -24.4% | +43.2% | +21.1% |
| 1Y | +45.5% | -31.5% | +77.0% | +49.7% |
| 3Y | +19.4% | -38.7% | +58.0% | +23.8% |
| 5Y | +1.7% | -42.8% | +44.5% | +5.0% |
| All | +96.9% | +25.9% | +71.0% | +90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling