+25.0%
IQV vs EFX
-7.5%
+32.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.4% |
| 7D | -5.5% | +9.2% | -14.7% | -8.8% |
| 30D | -0.9% | +34.8% | -35.7% | -12.9% |
| 3M | +15.6% | +8.8% | +6.8% | +11.3% |
| 6M | +63.9% | +12.3% | +51.6% | +54.7% |
| YTD | +17.0% | -10.6% | +27.6% | +22.2% |
| 1Y | +25.0% | -6.7% | +31.8% | +27.6% |
| All | +25.0% | -7.5% | +32.6% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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