+233.4%
IQV vs ACWI
+226.5%
+6.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +6.2% | -0.6% | +6.8% | +7.0% |
| 3M | +38.0% | +4.3% | +33.7% | +30.2% |
| 6M | +43.9% | +12.7% | +31.2% | +23.0% |
| YTD | +14.0% | +13.9% | +0.1% | -3.6% |
| 1Y | +35.5% | +20.5% | +15.0% | +6.9% |
| 3Y | +20.3% | +76.5% | -56.2% | -40.2% |
| 5Y | -1.6% | +67.5% | -69.2% | -47.5% |
| 10Y | +233.4% | +231.8% | +1.6% | -17.3% |
| All | +233.4% | +226.5% | +6.9% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling