+25.0%
IQV vs AR
+14.7%
+10.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.7% | +0.6% |
| 7D | -5.5% | -11.1% | +5.6% | -5.2% |
| 30D | -0.9% | +7.9% | -8.8% | -1.1% |
| 3M | +15.6% | +4.9% | +10.7% | +15.4% |
| 6M | +63.9% | -5.3% | +69.2% | +64.0% |
| YTD | +17.0% | +8.6% | +8.4% | +14.9% |
| 1Y | +25.0% | +13.7% | +11.4% | +21.6% |
| All | +25.0% | +14.7% | +10.3% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling