-1.6%
IQV vs ALHC
-27.5%
+25.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.6% |
| 7D | -2.6% | -4.1% | +1.5% | -2.3% |
| 30D | +6.2% | -5.4% | +11.6% | +6.6% |
| 3M | +38.0% | -32.1% | +70.1% | +41.7% |
| 6M | +43.9% | -28.5% | +72.4% | +46.0% |
| YTD | +14.0% | -34.0% | +48.0% | +16.2% |
| 1Y | +35.5% | -20.9% | +56.4% | +35.4% |
| 3Y | +20.3% | +151.5% | -131.2% | -0.9% |
| 5Y | -1.6% | -28.8% | +27.2% | -12.5% |
| All | -1.6% | -27.5% | +25.8% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling