+25.0%
IQV vs EAT
+109.8%
-84.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.8% | -0.2% |
| 7D | -5.5% | -0.1% | -5.3% | -5.5% |
| 30D | -0.9% | +13.5% | -14.4% | -2.2% |
| 3M | +15.6% | +1.0% | +14.6% | +15.2% |
| 6M | +63.9% | +57.3% | +6.7% | +54.3% |
| YTD | +17.0% | +53.6% | -36.6% | +11.7% |
| 1Y | +25.0% | +110.8% | -85.8% | +14.4% |
| All | +25.0% | +109.8% | -84.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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