+21.4%
IQV vs ALHC
+141.7%
-120.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.2% |
| 7D | +0.3% | -1.0% | +1.3% | +0.4% |
| 30D | +8.6% | -6.3% | +14.9% | +8.8% |
| 3M | +41.1% | -12.3% | +53.4% | +41.1% |
| 6M | +48.6% | -27.0% | +75.6% | +49.2% |
| YTD | +15.0% | -31.8% | +46.8% | +15.7% |
| 1Y | +38.1% | -17.0% | +55.1% | +37.7% |
| 3Y | +21.4% | +159.8% | -138.5% | +16.4% |
| All | +21.4% | +141.7% | -120.3% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling