+529.6%
IQV vs ARWR
+2,164.5%
-1,634.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.4% |
| 7D | -2.5% | -17.8% | +15.4% | -0.5% |
| 30D | +1.2% | -18.1% | +19.3% | +3.2% |
| 3M | +9.8% | -44.2% | +53.9% | +16.7% |
| 6M | +53.8% | -38.6% | +92.4% | +60.7% |
| YTD | +17.6% | -28.0% | +45.6% | +20.1% |
| 1Y | +18.6% | +16.1% | +2.5% | +13.6% |
| 3Y | +36.9% | +84.0% | -47.1% | +18.3% |
| 5Y | +4.1% | -35.4% | +39.5% | -2.5% |
| 10Y | +243.7% | +1,043.1% | -799.3% | +128.9% |
| All | +529.6% | +2,164.5% | -1,634.9% | +312.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling