+244.8%
IQV vs ARWR
+1,024.2%
-779.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.4% |
| 7D | -2.5% | -17.8% | +15.4% | -0.2% |
| 30D | +1.2% | -18.1% | +19.3% | +3.6% |
| 3M | +9.8% | -44.2% | +53.9% | +17.8% |
| 6M | +53.8% | -38.6% | +92.4% | +61.8% |
| YTD | +17.6% | -28.0% | +45.6% | +20.4% |
| 1Y | +18.6% | +16.1% | +2.5% | +12.6% |
| 3Y | +36.9% | +84.0% | -47.1% | +14.9% |
| 5Y | +4.1% | -35.4% | +39.5% | -4.0% |
| All | +244.8% | +1,024.2% | -779.4% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling