+236.7%
IQV vs ARWR
+1,081.9%
-845.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -2.2% | -4.0% | +1.8% | -1.7% |
| 30D | +8.3% | -5.0% | +13.3% | +9.0% |
| 3M | +44.6% | +11.3% | +33.2% | +41.7% |
| 6M | +52.6% | +42.6% | +10.0% | +43.9% |
| YTD | +16.1% | +24.8% | -8.7% | +11.3% |
| 1Y | +37.3% | +178.8% | -141.5% | +16.8% |
| 3Y | +21.6% | +183.3% | -161.8% | -2.6% |
| 5Y | +0.5% | +29.5% | -29.0% | -14.6% |
| All | +236.7% | +1,081.9% | -845.2% | +116.8% |
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