+35.5%
IQV vs EXPD
+56.9%
-21.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -1.1% |
| 7D | -2.6% | +1.2% | -3.8% | -2.8% |
| 30D | +6.2% | +5.2% | +1.0% | +5.0% |
| 3M | +38.0% | +13.2% | +24.8% | +33.8% |
| 6M | +43.9% | +30.3% | +13.6% | +33.9% |
| YTD | +14.0% | +27.0% | -13.0% | +8.4% |
| 1Y | +35.5% | +57.3% | -21.8% | +29.0% |
| All | +35.5% | +56.9% | -21.4% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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