+521.6%
IQV vs DLTR
+139.2%
+382.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +1.8% |
| 7D | -2.2% | -10.1% | +7.8% | +0.2% |
| 30D | +8.3% | -8.1% | +16.4% | +10.3% |
| 3M | +44.6% | +2.9% | +41.7% | +43.2% |
| 6M | +52.6% | +4.3% | +48.2% | +49.6% |
| YTD | +16.1% | -3.9% | +20.1% | +15.8% |
| 1Y | +37.3% | +18.9% | +18.4% | +29.5% |
| 3Y | +21.6% | +1.9% | +19.7% | +15.3% |
| 5Y | +0.5% | +31.0% | -30.5% | -13.8% |
| 10Y | +239.7% | +44.8% | +194.9% | +166.8% |
| All | +521.6% | +139.2% | +382.4% | +313.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling