+21.6%
IQV vs AU
+577.5%
-555.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | -2.2% | -4.3% | +2.0% | -1.9% |
| 30D | +8.3% | +7.3% | +1.0% | +7.7% |
| 3M | +44.6% | +26.3% | +18.3% | +42.1% |
| 6M | +52.6% | +1.8% | +50.8% | +51.9% |
| YTD | +16.1% | +26.8% | -10.7% | +13.3% |
| 1Y | +37.3% | +66.7% | -29.4% | +30.7% |
| 3Y | +21.6% | +579.1% | -557.5% | -3.8% |
| All | +21.6% | +577.5% | -555.9% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling