+40.4%
IQV vs DECK
-14.3%
+54.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | +4.8% | +6.8% | -2.0% | +3.5% |
| 30D | +5.9% | +8.3% | -2.4% | +4.1% |
| 3M | +13.7% | -7.9% | +21.6% | +15.2% |
| 6M | +54.0% | -10.6% | +64.6% | +56.5% |
| YTD | +22.1% | -13.4% | +35.5% | +24.1% |
| 1Y | +29.1% | +12.5% | +16.7% | +24.4% |
| 3Y | +40.4% | -14.9% | +55.3% | +38.5% |
| All | +40.4% | -14.3% | +54.7% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling