+18.6%
IQV vs AS
-3.7%
+22.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -2.5% | -4.9% | +2.4% | -1.7% |
| 30D | +1.2% | +3.9% | -2.7% | +0.5% |
| 3M | +9.8% | -9.6% | +19.4% | +11.7% |
| 6M | +53.8% | -8.7% | +62.5% | +54.7% |
| YTD | +17.6% | -19.8% | +37.5% | +22.3% |
| 1Y | +18.6% | -1.5% | +20.1% | +22.1% |
| All | +18.6% | -3.7% | +22.3% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling