+21.6%
IQV vs EOSE
+42.6%
-21.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | -2.2% | +1.8% | -4.0% | -2.3% |
| 30D | +8.3% | -6.8% | +15.1% | +8.3% |
| 3M | +44.6% | -36.3% | +80.9% | +46.0% |
| 6M | +52.6% | -38.8% | +91.3% | +53.2% |
| YTD | +16.1% | -65.5% | +81.7% | +18.6% |
| 1Y | +37.3% | -45.3% | +82.6% | +35.9% |
| 3Y | +21.6% | +44.2% | -22.6% | +7.3% |
| All | +21.6% | +42.6% | -21.0% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 3y: compounded portfolio wealth divided by compounded EOSE 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…
3y analysis · Full analysis span regression · 6 months rolling