+37.3%
IQV vs ESTC
-7.7%
+45.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -9.2% | +6.9% | -0.4% |
| 30D | +8.3% | +8.1% | +0.2% | +5.7% |
| 3M | +44.6% | +38.5% | +6.1% | +32.5% |
| 6M | +52.6% | +57.8% | -5.2% | +34.5% |
| YTD | +16.1% | +10.5% | +5.6% | +6.9% |
| 1Y | +37.3% | -6.4% | +43.6% | +29.7% |
| All | +37.3% | -7.7% | +45.0% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 1y: compounded portfolio wealth divided by compounded ESTC 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…
1y analysis · Full analysis span regression · 6 months rolling