+535.9%
IQV vs EXR
+411.7%
+124.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | +2.3% | -2.6% | +4.9% | +3.4% |
| 30D | +13.4% | -7.2% | +20.6% | +16.8% |
| 3M | +43.3% | -3.5% | +46.8% | +45.4% |
| 6M | +50.5% | -5.3% | +55.8% | +53.4% |
| YTD | +18.8% | +9.4% | +9.4% | +14.0% |
| 1Y | +45.5% | +1.3% | +44.1% | +43.6% |
| 3Y | +19.4% | +22.4% | -3.1% | +8.0% |
| 5Y | +1.7% | -12.2% | +14.0% | +3.3% |
| 10Y | +247.9% | +148.6% | +99.4% | +155.2% |
| All | +535.9% | +411.7% | +124.2% | +276.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling