+236.3%
IQV vs ACWI
+228.5%
+7.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.6% |
| 7D | +0.3% | +1.1% | -0.7% | -0.9% |
| 30D | +8.6% | -0.2% | +8.8% | +8.9% |
| 3M | +41.1% | +4.7% | +36.4% | +32.6% |
| 6M | +48.6% | +14.5% | +34.1% | +24.6% |
| YTD | +15.0% | +14.6% | +0.4% | -3.4% |
| 1Y | +38.1% | +21.4% | +16.7% | +8.0% |
| 3Y | +21.4% | +77.6% | -56.2% | -40.1% |
| 5Y | -1.0% | +68.1% | -69.1% | -47.4% |
| All | +236.3% | +228.5% | +7.8% | -17.1% |
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