+39.9%
IQV vs COO
-20.6%
+60.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -14.7% | +14.8% | +6.3% |
| 7D | -5.3% | -23.3% | +18.0% | +6.5% |
| 30D | +5.5% | -29.5% | +35.0% | +24.0% |
| 3M | +41.2% | -20.0% | +61.2% | +54.9% |
| 6M | +50.5% | -27.2% | +77.7% | +75.1% |
| YTD | +14.1% | -33.9% | +48.1% | +39.7% |
| 1Y | +39.9% | -19.9% | +59.9% | +56.6% |
| All | +39.9% | -20.6% | +60.5% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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