+37.3%
IQV vs AR
+18.5%
+18.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +1.9% |
| 7D | -2.2% | -2.5% | +0.2% | -2.1% |
| 30D | +8.3% | +2.5% | +5.8% | +8.1% |
| 3M | +44.6% | +12.3% | +32.3% | +43.2% |
| 6M | +52.6% | -3.1% | +55.7% | +52.1% |
| YTD | +16.1% | +11.5% | +4.6% | +13.7% |
| 1Y | +37.3% | +17.0% | +20.3% | +33.3% |
| All | +37.3% | +18.5% | +18.8% | +33.3% |
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