+535.9%
IQV vs DECK
+827.5%
-291.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.8% |
| 7D | +2.3% | -2.2% | +4.5% | +2.9% |
| 30D | +13.4% | -13.6% | +27.0% | +17.4% |
| 3M | +43.3% | -21.2% | +64.5% | +51.6% |
| 6M | +50.5% | -21.1% | +71.6% | +58.3% |
| YTD | +18.8% | -17.2% | +36.0% | +22.6% |
| 1Y | +45.5% | -30.7% | +76.2% | +55.8% |
| 3Y | +19.4% | -3.4% | +22.7% | +10.8% |
| 5Y | +1.7% | +25.5% | -23.8% | -14.7% |
| 10Y | +247.9% | +714.7% | -466.7% | +96.0% |
| All | +535.9% | +827.5% | -291.6% | +256.1% |
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