+45.5%
IQV vs EXEL
+59.2%
-13.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +2.3% | +8.4% | -6.1% | +0.5% |
| 30D | +13.4% | +4.1% | +9.4% | +12.3% |
| 3M | +43.3% | +12.4% | +30.9% | +39.3% |
| 6M | +50.5% | +41.5% | +9.0% | +39.3% |
| YTD | +18.8% | +34.6% | -15.8% | +10.8% |
| 1Y | +45.5% | +57.9% | -12.4% | +28.4% |
| All | +45.5% | +59.2% | -13.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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