+515.6%
IQV vs DG
+178.6%
+337.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.8% | -2.3% |
| 7D | +0.3% | -2.5% | +2.8% | +0.9% |
| 30D | +8.6% | +1.0% | +7.6% | +8.2% |
| 3M | +41.1% | +20.3% | +20.8% | +34.9% |
| 6M | +48.6% | -11.7% | +60.3% | +52.0% |
| YTD | +15.0% | -2.3% | +17.3% | +14.9% |
| 1Y | +38.1% | +20.0% | +18.1% | +30.9% |
| 3Y | +21.4% | +7.2% | +14.2% | +13.1% |
| 5Y | -1.0% | -37.9% | +36.9% | +6.6% |
| 10Y | +233.0% | +107.3% | +125.7% | +165.6% |
| All | +515.6% | +178.6% | +337.0% | +351.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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