+45.5%
IQV vs DRI
+6.9%
+38.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +2.3% | +0.6% | +1.7% | +2.2% |
| 30D | +13.4% | +3.8% | +9.6% | +12.5% |
| 3M | +43.3% | +13.0% | +30.3% | +40.4% |
| 6M | +50.5% | +8.3% | +42.2% | +47.9% |
| YTD | +18.8% | +20.6% | -1.8% | +13.8% |
| 1Y | +45.5% | +6.5% | +39.0% | +39.2% |
| All | +45.5% | +6.9% | +38.5% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling