+5.3%
IQV vs APD
+16.4%
-11.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -2.5% | +3.8% | -6.3% | -3.8% |
| 30D | +1.2% | +8.2% | -7.0% | -1.9% |
| 3M | +9.8% | +4.3% | +5.5% | +7.8% |
| 6M | +53.8% | +4.7% | +49.1% | +50.4% |
| YTD | +17.6% | +31.5% | -13.9% | +3.3% |
| 1Y | +18.6% | +23.5% | -4.9% | +6.9% |
| 3Y | +36.9% | +29.1% | +7.8% | +18.5% |
| All | +5.3% | +16.4% | -11.2% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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