+19.3%
IQV vs DRI
+54.1%
-34.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.3% |
| 7D | -2.6% | -4.8% | +2.2% | -1.0% |
| 30D | +6.2% | -3.9% | +10.1% | +7.4% |
| 3M | +38.0% | +5.1% | +32.9% | +35.4% |
| 6M | +43.9% | +5.5% | +38.4% | +40.7% |
| YTD | +14.0% | +16.5% | -2.5% | +6.8% |
| 1Y | +35.5% | +2.0% | +33.5% | +33.0% |
| All | +19.3% | +54.1% | -34.8% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling