-1.2%
IQV vs IAG
+796.9%
-798.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.3% |
| 7D | -5.3% | -4.1% | -1.2% | -4.9% |
| 30D | +5.5% | +10.6% | -5.1% | +4.6% |
| 3M | +41.2% | +35.4% | +5.9% | +37.2% |
| 6M | +50.5% | -9.5% | +60.1% | +50.9% |
| YTD | +14.1% | +21.8% | -7.7% | +11.0% |
| 1Y | +39.9% | +84.1% | -44.2% | +30.6% |
| 3Y | +20.5% | +817.4% | -796.9% | -7.5% |
| 5Y | -1.2% | +830.1% | -831.3% | -25.7% |
| All | -1.2% | +796.9% | -798.1% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 5y: compounded portfolio wealth divided by compounded IAG 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…
5y analysis · Full analysis span regression · 6 months rolling