+535.9%
IQV vs ACWI
+296.3%
+239.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | +0.5% | +1.8% | +1.8% |
| 30D | +13.4% | +0.9% | +12.6% | +12.4% |
| 3M | +43.3% | +2.4% | +40.9% | +38.5% |
| 6M | +50.5% | +12.4% | +38.2% | +30.6% |
| YTD | +18.8% | +15.2% | +3.6% | +0.5% |
| 1Y | +45.5% | +22.7% | +22.8% | +14.5% |
| 3Y | +19.4% | +75.8% | -56.4% | -36.9% |
| 5Y | +1.7% | +67.7% | -66.0% | -42.9% |
| 10Y | +247.9% | +229.0% | +18.9% | +2.9% |
| All | +535.9% | +296.3% | +239.6% | +70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling