+36.9%
IQV vs EXR
+53.5%
-16.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -2.5% | -0.4% | -2.0% | -2.3% |
| 30D | +1.2% | +18.2% | -17.0% | -5.8% |
| 3M | +9.8% | +7.3% | +2.4% | +6.4% |
| 6M | +53.8% | +13.8% | +40.0% | +45.5% |
| YTD | +17.6% | +25.9% | -8.3% | +5.5% |
| 1Y | +18.6% | +25.8% | -7.2% | +6.4% |
| 3Y | +36.9% | +53.7% | -16.8% | +15.2% |
| All | +36.9% | +53.5% | -16.6% | +15.2% |
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