+25.0%
IQV vs AU
+42.5%
-17.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.0% | -7.5% | -0.1% |
| 7D | -5.5% | +0.8% | -6.2% | -5.5% |
| 30D | -0.9% | -7.0% | +6.1% | -0.4% |
| 3M | +15.6% | +8.5% | +7.1% | +15.3% |
| 6M | +63.9% | -1.3% | +65.2% | +64.1% |
| YTD | +17.0% | +6.8% | +10.3% | +14.3% |
| 1Y | +25.0% | +44.6% | -19.6% | +16.5% |
| All | +25.0% | +42.5% | -17.5% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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