+5.3%
IQV vs EMB
+7.3%
-2.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -1.9% |
| 7D | -2.5% | -0.9% | -1.6% | -1.3% |
| 30D | +1.2% | +0.4% | +0.8% | +0.7% |
| 3M | +9.8% | -3.1% | +12.9% | +14.5% |
| 6M | +53.8% | -2.1% | +55.9% | +58.0% |
| YTD | +17.6% | -1.1% | +18.7% | +19.3% |
| 1Y | +18.6% | -0.1% | +18.6% | +18.6% |
| 3Y | +36.9% | +29.6% | +7.3% | -0.8% |
| All | +5.3% | +7.3% | -2.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 5y: compounded portfolio wealth divided by compounded EMB 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…
5y analysis · Full analysis span regression · 6 months rolling