+535.9%
IQV vs EMB
+47.1%
+488.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +13.4% | -0.3% | +13.7% | +13.9% |
| 3M | +43.3% | -0.4% | +43.7% | +44.0% |
| 6M | +50.5% | +0.1% | +50.4% | +50.4% |
| YTD | +18.8% | +1.6% | +17.2% | +16.3% |
| 1Y | +45.5% | +5.6% | +39.8% | +35.3% |
| 3Y | +19.4% | +29.8% | -10.5% | -14.3% |
| 5Y | +1.7% | +7.3% | -5.5% | -6.2% |
| 10Y | +247.9% | +30.4% | +217.5% | +163.7% |
| All | +535.9% | +47.1% | +488.8% | +364.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling