+45.5%
IQV vs ALLY
+9.5%
+36.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +2.3% | +3.7% | -1.4% | +1.2% |
| 30D | +13.4% | -2.3% | +15.7% | +14.1% |
| 3M | +43.3% | +3.8% | +39.5% | +41.0% |
| 6M | +50.5% | +9.7% | +40.8% | +44.7% |
| YTD | +18.8% | -1.4% | +20.2% | +18.2% |
| 1Y | +45.5% | +8.2% | +37.2% | +40.8% |
| All | +45.5% | +9.5% | +36.0% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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