-1.6%
IQV vs EXR
-13.9%
+12.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | +0.3% |
| 7D | -2.6% | -3.1% | +0.5% | -1.1% |
| 30D | +6.2% | -7.5% | +13.7% | +10.2% |
| 3M | +38.0% | -7.5% | +45.5% | +43.3% |
| 6M | +43.9% | -5.2% | +49.1% | +47.2% |
| YTD | +14.0% | +6.5% | +7.5% | +9.6% |
| 1Y | +35.5% | -2.0% | +37.5% | +35.5% |
| 3Y | +20.3% | +21.5% | -1.2% | +5.4% |
| 5Y | -1.6% | -11.5% | +9.9% | +4.2% |
| All | -1.6% | -13.9% | +12.2% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling