+129.0%
IQV vs EQX
+232.0%
-103.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.6% |
| 7D | -2.2% | -3.2% | +1.0% | -2.0% |
| 30D | +8.3% | +7.8% | +0.5% | +7.5% |
| 3M | +44.6% | +21.3% | +23.2% | +41.8% |
| 6M | +52.6% | -22.4% | +75.0% | +55.0% |
| YTD | +16.1% | -11.3% | +27.4% | +16.1% |
| 1Y | +37.3% | +13.5% | +23.8% | +33.7% |
| 3Y | +21.6% | +162.1% | -140.6% | +6.0% |
| 5Y | +0.5% | +84.2% | -83.7% | -13.0% |
| All | +129.0% | +232.0% | -103.0% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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