+45.5%
IQV vs FLR
+31.2%
+14.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.3% |
| 7D | +2.3% | +5.4% | -3.1% | +2.0% |
| 30D | +13.4% | +11.4% | +2.1% | +12.6% |
| 3M | +43.3% | +11.4% | +31.9% | +41.8% |
| 6M | +50.5% | +16.6% | +33.9% | +46.5% |
| YTD | +18.8% | +41.7% | -22.9% | +11.5% |
| 1Y | +45.5% | +35.4% | +10.0% | +36.2% |
| All | +45.5% | +31.2% | +14.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 1y: compounded portfolio wealth divided by compounded FLR 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…
1y analysis · Full analysis span regression · 6 months rolling