+2.4%
IQV vs DLTR
+30.4%
-28.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +1.8% |
| 7D | -2.2% | -10.1% | +7.8% | -0.3% |
| 30D | +8.3% | -8.1% | +16.4% | +9.9% |
| 3M | +44.6% | +2.9% | +41.7% | +43.5% |
| 6M | +52.6% | +4.3% | +48.2% | +50.1% |
| YTD | +16.1% | -3.9% | +20.1% | +15.7% |
| 1Y | +37.3% | +18.9% | +18.4% | +31.1% |
| 3Y | +21.6% | +1.9% | +19.7% | +17.9% |
| All | +2.4% | +30.4% | -28.0% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling