+38.6%
IQV vs ADVB
-89.4%
+127.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.5% | -0.9% |
| 7D | -2.6% | -13.0% | +10.4% | -2.6% |
| 30D | +6.2% | +7.5% | -1.3% | +6.2% |
| 3M | +38.0% | +129.1% | -91.1% | +34.3% |
| 6M | +43.9% | +71.7% | -27.8% | +40.4% |
| YTD | +14.0% | +45.5% | -31.5% | +11.7% |
| 1Y | +35.5% | -2.7% | +38.3% | +33.4% |
| All | +38.6% | -89.4% | +127.9% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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