+45.5%
IQV vs ALLE
-5.8%
+51.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.8% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +13.4% | -6.8% | +20.2% | +16.2% |
| 3M | +43.3% | +21.0% | +22.3% | +35.0% |
| 6M | +50.5% | +1.1% | +49.4% | +48.1% |
| YTD | +18.8% | -0.5% | +19.3% | +14.9% |
| 1Y | +45.5% | -7.3% | +52.7% | +44.0% |
| All | +45.5% | -5.8% | +51.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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