+19.3%
IQV vs EXR
+21.4%
-2.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | +0.2% |
| 7D | -2.6% | -3.1% | +0.5% | -1.3% |
| 30D | +6.2% | -7.5% | +13.7% | +9.7% |
| 3M | +38.0% | -7.5% | +45.5% | +42.7% |
| 6M | +43.9% | -5.2% | +49.1% | +46.9% |
| YTD | +14.0% | +6.5% | +7.5% | +10.2% |
| 1Y | +35.5% | -2.0% | +37.5% | +35.6% |
| All | +19.3% | +21.4% | -2.0% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 3y: compounded portfolio wealth divided by compounded EXR 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…
3y analysis · Full analysis span regression · 6 months rolling