+255.9%
IQV vs ALLY
+182.4%
+73.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.8% |
| 7D | +4.1% | -2.8% | +6.8% | +5.1% |
| 30D | +4.7% | +1.9% | +2.8% | +3.8% |
| 3M | +12.6% | -12.1% | +24.7% | +17.8% |
| 6M | +58.2% | -9.0% | +67.2% | +62.7% |
| YTD | +21.8% | -12.9% | +34.7% | +27.0% |
| 1Y | +25.6% | -0.1% | +25.7% | +24.2% |
| 3Y | +40.1% | +64.6% | -24.5% | +11.4% |
| 5Y | +8.7% | -10.1% | +18.8% | +3.9% |
| 10Y | +255.9% | +176.7% | +79.3% | +108.1% |
| All | +255.9% | +182.4% | +73.6% | +108.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling