+37.3%
IQV vs DBX
+15.5%
+21.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.3% |
| 7D | -2.2% | +2.1% | -4.3% | -2.8% |
| 30D | +8.3% | +5.7% | +2.6% | +6.5% |
| 3M | +44.6% | +31.8% | +12.8% | +34.3% |
| 6M | +52.6% | +37.5% | +15.1% | +39.7% |
| YTD | +16.1% | +27.9% | -11.8% | +5.1% |
| 1Y | +37.3% | +15.0% | +22.2% | +19.0% |
| All | +37.3% | +15.5% | +21.7% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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