+8.7%
IQV vs ALLY
-8.7%
+17.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.9% |
| 3M | +12.6% | -12.1% | +24.7% | +17.7% |
| 6M | +58.2% | -9.0% | +67.2% | +62.5% |
| YTD | +21.8% | -12.9% | +34.7% | +26.8% |
| 1Y | +25.6% | -0.1% | +25.7% | +24.2% |
| 3Y | +40.1% | +64.6% | -24.5% | +12.5% |
| 5Y | +8.7% | -10.1% | +18.8% | +3.8% |
| All | +8.7% | -8.7% | +17.4% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling