+236.7%
IQV vs EME
+1,362.1%
-1,125.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +0.5% |
| 7D | -2.2% | +3.5% | -5.8% | -3.3% |
| 30D | +8.3% | -6.3% | +14.6% | +10.2% |
| 3M | +44.6% | -3.8% | +48.3% | +43.9% |
| 6M | +52.6% | +8.5% | +44.1% | +44.7% |
| YTD | +16.1% | +27.8% | -11.7% | +3.1% |
| 1Y | +37.3% | +22.2% | +15.1% | +21.8% |
| 3Y | +21.6% | +253.5% | -231.9% | -33.4% |
| 5Y | +0.5% | +578.6% | -578.1% | -59.3% |
| All | +236.7% | +1,362.1% | -1,125.4% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 10y: compounded portfolio wealth divided by compounded EME 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…
10y analysis · Full analysis span regression · 6 months rolling