+25.6%
IQV vs AS
+2.8%
+22.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | +4.1% | -3.0% | +7.1% | +4.5% |
| 30D | +4.7% | +9.6% | -4.9% | +3.1% |
| 3M | +12.6% | -8.2% | +20.8% | +14.4% |
| 6M | +58.2% | -9.9% | +68.1% | +60.3% |
| YTD | +21.8% | -16.8% | +38.6% | +25.9% |
| 1Y | +25.6% | +3.0% | +22.6% | +29.9% |
| All | +25.6% | +2.8% | +22.8% | +29.9% |
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