-1.6%
IQV vs DAR
-8.0%
+6.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | +6.2% | +7.4% | -1.3% | +4.3% |
| 3M | +38.0% | +15.7% | +22.3% | +32.7% |
| 6M | +43.9% | +30.0% | +13.9% | +34.0% |
| YTD | +14.0% | +87.5% | -73.5% | -3.3% |
| 1Y | +35.5% | +113.4% | -77.9% | +10.7% |
| 3Y | +20.3% | +15.3% | +5.0% | +11.5% |
| 5Y | -1.6% | -4.3% | +2.7% | -6.9% |
| All | -1.6% | -8.0% | +6.3% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling