+45.5%
IQV vs DECK
-30.4%
+75.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.6% |
| 7D | +2.3% | -2.2% | +4.5% | +2.6% |
| 30D | +13.4% | -13.6% | +27.0% | +15.8% |
| 3M | +43.3% | -21.2% | +64.5% | +47.5% |
| 6M | +50.5% | -21.1% | +71.6% | +54.7% |
| YTD | +18.8% | -17.2% | +36.0% | +22.2% |
| 1Y | +45.5% | -30.7% | +76.2% | +56.5% |
| All | +45.5% | -30.4% | +75.9% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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