-1.0%
IQV vs AR
+140.6%
-141.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.1% |
| 7D | +0.3% | -1.8% | +2.2% | +0.6% |
| 30D | +8.6% | +12.6% | -4.0% | +6.7% |
| 3M | +41.1% | +10.0% | +31.1% | +38.9% |
| 6M | +48.6% | +0.6% | +47.9% | +47.6% |
| YTD | +15.0% | +13.4% | +1.6% | +12.0% |
| 1Y | +38.1% | +21.7% | +16.4% | +32.5% |
| 3Y | +21.4% | +45.8% | -24.4% | +11.4% |
| 5Y | -1.0% | +144.3% | -145.3% | -9.0% |
| All | -1.0% | +140.6% | -141.7% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling