+21.6%
IQV vs FRSH
-46.4%
+68.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -2.2% | -6.6% | +4.4% | -0.4% |
| 30D | +8.3% | +2.1% | +6.2% | +7.4% |
| 3M | +44.6% | +29.0% | +15.6% | +34.2% |
| 6M | +52.6% | +48.6% | +3.9% | +35.8% |
| YTD | +16.1% | -2.9% | +19.1% | +14.2% |
| 1Y | +37.3% | -7.9% | +45.2% | +36.2% |
| 3Y | +21.6% | -46.5% | +68.1% | +32.0% |
| All | +21.6% | -46.4% | +68.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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