+244.8%
IQV vs DECK
+753.0%
-508.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -3.0% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | +1.2% | +4.8% | -3.6% | -0.4% |
| 3M | +9.8% | -6.9% | +16.7% | +11.4% |
| 6M | +53.8% | -7.6% | +61.4% | +55.8% |
| YTD | +17.6% | -16.3% | +33.9% | +21.0% |
| 1Y | +18.6% | +4.5% | +14.1% | +14.2% |
| 3Y | +36.9% | -17.1% | +54.0% | +30.8% |
| 5Y | +4.1% | +21.9% | -17.8% | -16.0% |
| All | +244.8% | +753.0% | -508.2% | +68.2% |
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