+19.3%
IQV vs EAT
+587.9%
-568.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.4% | -0.4% |
| 7D | -2.6% | -6.8% | +4.2% | -1.7% |
| 30D | +6.2% | -5.4% | +11.6% | +6.8% |
| 3M | +38.0% | +42.8% | -4.8% | +31.1% |
| 6M | +43.9% | +56.5% | -12.6% | +34.4% |
| YTD | +14.0% | +50.0% | -36.0% | +7.1% |
| 1Y | +35.5% | +38.3% | -2.8% | +28.4% |
| All | +19.3% | +587.9% | -568.5% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling