+562.2%
IQV vs EXPD
+479.0%
+83.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +1.3% |
| 7D | +7.9% | -5.5% | +13.4% | +10.7% |
| 30D | +7.3% | -1.9% | +9.2% | +8.0% |
| 3M | +16.8% | +6.1% | +10.7% | +12.9% |
| 6M | +56.0% | +21.6% | +34.4% | +40.3% |
| YTD | +23.7% | +27.9% | -4.2% | +7.2% |
| 1Y | +32.5% | +39.4% | -6.9% | +9.8% |
| 3Y | +45.3% | +72.7% | -27.4% | +5.3% |
| 5Y | +10.7% | +60.3% | -49.6% | -18.0% |
| 10Y | +259.0% | +332.6% | -73.6% | +68.1% |
| All | +562.2% | +479.0% | +83.2% | +184.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling