+21.6%
IQV vs FLNC
-62.9%
+84.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +1.6% |
| 7D | -2.2% | -4.1% | +1.8% | -2.0% |
| 30D | +8.3% | -24.8% | +33.1% | +10.4% |
| 3M | +44.6% | -59.1% | +103.7% | +53.7% |
| 6M | +52.6% | -42.0% | +94.5% | +52.7% |
| YTD | +16.1% | -49.8% | +65.9% | +17.0% |
| 1Y | +37.3% | +43.1% | -5.8% | +18.0% |
| 3Y | +21.6% | -61.0% | +82.5% | +11.1% |
| All | +21.6% | -62.9% | +84.4% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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