+545.5%
IQV vs ACWI
+273.0%
+272.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | +1.7% | -2.4% | +4.0% | +4.2% |
| 30D | +5.3% | -5.2% | +10.5% | +11.4% |
| 3M | +17.0% | -4.8% | +21.8% | +23.1% |
| 6M | +54.0% | -1.3% | +55.4% | +54.2% |
| YTD | +20.6% | +8.4% | +12.2% | +8.7% |
| 1Y | +28.9% | +11.0% | +17.9% | +13.1% |
| 3Y | +37.0% | +70.6% | -33.5% | -25.4% |
| 5Y | +10.0% | +55.3% | -45.3% | -33.0% |
| 10Y | +274.5% | +223.2% | +51.3% | +14.3% |
| All | +545.5% | +273.0% | +272.5% | +84.4% |
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