+529.0%
IQV vs DECK
+848.4%
-319.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.8% |
| 7D | -3.7% | +6.0% | -9.7% | -5.2% |
| 30D | +1.9% | +7.4% | -5.6% | -0.1% |
| 3M | +12.2% | -11.7% | +23.9% | +15.2% |
| 6M | +50.1% | -11.0% | +61.1% | +53.3% |
| YTD | +17.5% | -15.4% | +32.9% | +20.3% |
| 1Y | +26.1% | +7.2% | +18.8% | +21.3% |
| 3Y | +34.3% | -11.8% | +46.2% | +28.3% |
| 5Y | +7.2% | +24.3% | -17.2% | -9.8% |
| 10Y | +264.9% | +907.5% | -642.6% | +99.4% |
| All | +529.0% | +848.4% | -319.4% | +249.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling