+515.6%
IQV vs IAG
+249.2%
+266.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -3.1% |
| 7D | +0.3% | +4.3% | -3.9% | +0.1% |
| 30D | +8.6% | +9.8% | -1.2% | +8.1% |
| 3M | +41.1% | +28.9% | +12.2% | +39.2% |
| 6M | +48.6% | -7.6% | +56.1% | +48.5% |
| YTD | +15.0% | +22.0% | -7.0% | +13.3% |
| 1Y | +38.1% | +99.5% | -61.4% | +32.8% |
| 3Y | +21.4% | +818.3% | -796.9% | +7.6% |
| 5Y | -1.0% | +785.9% | -786.9% | -13.6% |
| 10Y | +233.0% | +381.1% | -148.1% | +192.3% |
| All | +515.6% | +249.2% | +266.4% | +422.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling