+515.6%
IQV vs EAT
+580.0%
-64.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.6% |
| 7D | +0.3% | -4.9% | +5.2% | +1.3% |
| 30D | +8.6% | -1.2% | +9.8% | +8.6% |
| 3M | +41.1% | +52.2% | -11.1% | +29.9% |
| 6M | +48.6% | +65.0% | -16.5% | +33.7% |
| YTD | +15.0% | +55.0% | -40.0% | +4.5% |
| 1Y | +38.1% | +42.1% | -4.0% | +26.8% |
| 3Y | +21.4% | +614.7% | -593.3% | -21.7% |
| 5Y | -1.0% | +322.7% | -323.8% | -32.3% |
| 10Y | +233.0% | +382.0% | -149.1% | +92.7% |
| All | +515.6% | +580.0% | -64.5% | +242.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling