+255.9%
IQV vs ACWI
+227.3%
+28.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -1.6% |
| 7D | +4.1% | -0.7% | +4.7% | +4.7% |
| 30D | +4.7% | -2.0% | +6.7% | +6.9% |
| 3M | +12.6% | -2.2% | +14.7% | +15.1% |
| 6M | +58.2% | +1.9% | +56.3% | +52.5% |
| YTD | +21.8% | +12.0% | +9.8% | +4.7% |
| 1Y | +25.6% | +12.5% | +13.1% | +7.2% |
| 3Y | +40.1% | +75.4% | -35.3% | -30.4% |
| 5Y | +8.7% | +61.5% | -52.8% | -39.7% |
| 10Y | +255.9% | +227.1% | +28.8% | -13.6% |
| All | +255.9% | +227.3% | +28.6% | -13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling