+45.5%
IQV vs FND
-36.4%
+81.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.8% |
| 7D | +2.3% | -5.2% | +7.5% | +3.5% |
| 30D | +13.4% | -19.9% | +33.3% | +19.2% |
| 3M | +43.3% | +2.7% | +40.6% | +41.6% |
| 6M | +50.5% | -21.7% | +72.2% | +58.1% |
| YTD | +18.8% | -17.5% | +36.3% | +21.9% |
| 1Y | +45.5% | -39.3% | +84.8% | +66.1% |
| All | +45.5% | -36.4% | +81.8% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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