+231.0%
IQV vs DAR
+375.1%
-144.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.6% |
| 7D | -5.3% | +0.9% | -6.2% | -5.6% |
| 30D | +5.5% | +6.4% | -0.9% | +3.4% |
| 3M | +41.2% | +13.2% | +28.0% | +35.0% |
| 6M | +50.5% | +26.2% | +24.4% | +38.7% |
| YTD | +14.1% | +84.4% | -70.2% | -6.5% |
| 1Y | +39.9% | +112.0% | -72.1% | +9.1% |
| 3Y | +20.5% | +13.4% | +7.1% | +9.4% |
| 5Y | -1.2% | -6.0% | +4.8% | -8.4% |
| All | +231.0% | +375.1% | -144.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling