+255.9%
IQV vs DECK
+806.8%
-550.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.3% | +0.2% |
| 7D | +4.1% | -0.8% | +4.9% | +4.3% |
| 30D | +4.7% | +4.9% | -0.2% | +3.1% |
| 3M | +12.6% | -5.8% | +18.4% | +14.0% |
| 6M | +58.2% | -8.6% | +66.7% | +60.8% |
| YTD | +21.8% | -14.7% | +36.5% | +24.7% |
| 1Y | +25.6% | +6.9% | +18.8% | +20.3% |
| 3Y | +40.1% | -16.2% | +56.3% | +33.6% |
| 5Y | +8.7% | +25.3% | -16.6% | -12.9% |
| 10Y | +255.9% | +781.3% | -525.4% | +72.9% |
| All | +255.9% | +806.8% | -550.8% | +72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling