+36.9%
IQV vs COO
-24.0%
+60.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.5% |
| 7D | -2.5% | +0.5% | -2.9% | -2.6% |
| 30D | +1.2% | +14.2% | -13.0% | -4.5% |
| 3M | +9.8% | -18.2% | +28.0% | +19.1% |
| 6M | +53.8% | +5.3% | +48.5% | +48.2% |
| YTD | +17.6% | -23.6% | +41.2% | +31.3% |
| 1Y | +18.6% | -12.7% | +31.3% | +24.7% |
| 3Y | +36.9% | -24.2% | +61.1% | +45.1% |
| All | +36.9% | -24.0% | +60.9% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling