+18.6%
IQV vs ALHC
-55.7%
+74.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.2% |
| 7D | -2.5% | +0.3% | -2.7% | -2.5% |
| 30D | +1.2% | -10.6% | +11.8% | +1.4% |
| 3M | +9.8% | -45.3% | +55.1% | +10.8% |
| 6M | +53.8% | -59.7% | +113.5% | +56.2% |
| YTD | +17.6% | -62.7% | +80.4% | +15.7% |
| 1Y | +18.6% | -56.1% | +74.7% | +9.9% |
| All | +18.6% | -55.7% | +74.3% | +9.9% |
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