+231.0%
IQV vs FIVE
+483.6%
-252.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.7% |
| 7D | -5.3% | +0.6% | -5.8% | -5.5% |
| 30D | +5.5% | +3.0% | +2.5% | +4.4% |
| 3M | +41.2% | +23.2% | +18.0% | +32.9% |
| 6M | +50.5% | +9.2% | +41.4% | +44.8% |
| YTD | +14.1% | +28.1% | -13.9% | +5.1% |
| 1Y | +39.9% | +65.3% | -25.3% | +19.9% |
| 3Y | +20.5% | +49.4% | -28.9% | -0.9% |
| 5Y | -1.2% | +29.5% | -30.8% | -18.5% |
| All | +231.0% | +483.6% | -252.7% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FIVE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling