+159.9%
IQV vs DBX
+16.6%
+143.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.3% |
| 7D | +0.3% | -1.3% | +1.6% | +0.8% |
| 30D | +8.6% | -2.9% | +11.5% | +9.4% |
| 3M | +41.1% | +23.8% | +17.3% | +31.9% |
| 6M | +48.6% | +26.2% | +22.3% | +37.2% |
| YTD | +15.0% | +21.6% | -6.6% | +7.4% |
| 1Y | +38.1% | +11.4% | +26.7% | +31.6% |
| 3Y | +21.4% | +21.3% | +0.1% | +9.5% |
| 5Y | -1.0% | +6.7% | -7.7% | -10.0% |
| All | +159.9% | +16.6% | +143.4% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling