+25.0%
IQV vs ALHC
-51.4%
+76.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.1% | -9.7% | +0.1% |
| 7D | -5.5% | -0.5% | -5.0% | -5.5% |
| 30D | -0.9% | -4.2% | +3.4% | -0.9% |
| 3M | +15.6% | -39.8% | +55.4% | +16.4% |
| 6M | +63.9% | -57.7% | +121.6% | +66.4% |
| YTD | +17.0% | -58.8% | +75.8% | +15.3% |
| 1Y | +25.0% | -52.4% | +77.4% | +17.6% |
| All | +25.0% | -51.4% | +76.5% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling