+231.0%
IQV vs ALLY
+190.4%
+40.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -5.3% | -3.3% | -2.0% | -4.1% |
| 30D | +5.5% | -4.1% | +9.6% | +7.1% |
| 3M | +41.2% | +1.4% | +39.8% | +40.0% |
| 6M | +50.5% | +14.4% | +36.2% | +42.1% |
| YTD | +14.1% | -4.9% | +19.1% | +15.4% |
| 1Y | +39.9% | +5.5% | +34.4% | +35.4% |
| 3Y | +20.5% | +66.0% | -45.5% | -4.5% |
| 5Y | -1.2% | -2.4% | +1.1% | -8.8% |
| All | +231.0% | +190.4% | +40.6% | +86.5% |
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