+21.4%
IQV vs ALLY
+69.8%
-48.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -2.0% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | +8.6% | -3.3% | +11.9% | +9.9% |
| 3M | +41.1% | +0.5% | +40.7% | +40.3% |
| 6M | +48.6% | +12.6% | +36.0% | +40.9% |
| YTD | +15.0% | -4.7% | +19.7% | +16.1% |
| 1Y | +38.1% | +5.2% | +32.9% | +33.8% |
| 3Y | +21.4% | +66.5% | -45.1% | -3.3% |
| All | +21.4% | +69.8% | -48.4% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling