+207.1%
IQV vs FND
+57.3%
+149.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | +6.2% | -19.6% | +25.8% | +13.2% |
| 3M | +38.0% | -4.3% | +42.3% | +38.6% |
| 6M | +43.9% | -20.4% | +64.4% | +51.6% |
| YTD | +14.0% | -21.9% | +35.9% | +20.0% |
| 1Y | +35.5% | -45.2% | +80.7% | +58.4% |
| 3Y | +20.3% | -49.2% | +69.6% | +38.8% |
| 5Y | -1.6% | -61.8% | +60.2% | +17.3% |
| All | +207.1% | +57.3% | +149.8% | +159.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling