+36.9%
IQV vs COMP
+423.6%
-386.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.4% |
| 7D | -2.5% | 0.0% | -2.5% | -2.5% |
| 30D | +1.2% | +16.6% | -15.4% | -1.3% |
| 3M | +9.8% | -23.5% | +33.3% | +13.2% |
| 6M | +53.8% | +25.7% | +28.1% | +47.0% |
| YTD | +17.6% | -3.4% | +21.0% | +15.6% |
| 1Y | +18.6% | +7.6% | +11.0% | +14.7% |
| 3Y | +36.9% | +423.6% | -386.7% | +4.3% |
| All | +36.9% | +423.6% | -386.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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