+529.6%
IQV vs DAR
+199.6%
+330.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.5% |
| 7D | -2.5% | +11.6% | -14.0% | -5.1% |
| 30D | +1.2% | -10.2% | +11.4% | +3.7% |
| 3M | +9.8% | -14.8% | +24.6% | +13.5% |
| 6M | +53.8% | -10.1% | +63.9% | +55.9% |
| YTD | +17.6% | +55.5% | -37.9% | +2.3% |
| 1Y | +18.6% | +61.7% | -43.1% | +1.9% |
| 3Y | +36.9% | +37.2% | -0.3% | +17.9% |
| 5Y | +4.1% | -26.9% | +31.0% | +3.9% |
| 10Y | +243.7% | +314.4% | -70.7% | +103.3% |
| All | +529.6% | +199.6% | +330.0% | +296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling