+40.4%
IQV vs AR
+42.3%
-1.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.1% | +0.6% |
| 7D | +4.8% | -5.8% | +10.5% | +5.6% |
| 30D | +5.9% | +4.8% | +1.1% | +5.0% |
| 3M | +13.7% | +1.5% | +12.2% | +13.1% |
| 6M | +54.0% | +4.7% | +49.3% | +52.2% |
| YTD | +22.1% | +9.2% | +12.9% | +18.8% |
| 1Y | +29.1% | +11.2% | +18.0% | +25.0% |
| 3Y | +40.4% | +46.2% | -5.9% | +28.0% |
| All | +40.4% | +42.3% | -1.9% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling