+28.6%
IQV vs AS
+134.9%
-106.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +1.7% | +6.9% | -5.2% | +0.5% |
| 30D | +5.3% | +16.0% | -10.7% | +2.6% |
| 3M | +17.0% | -12.8% | +29.8% | +19.4% |
| 6M | +54.0% | -15.4% | +69.4% | +57.7% |
| YTD | +20.6% | -15.7% | +36.3% | +23.2% |
| 1Y | +28.9% | +6.1% | +22.8% | +26.4% |
| All | +28.6% | +134.9% | -106.2% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling