+21.6%
IQV vs INDA
+7.9%
+13.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.2% |
| 7D | -2.2% | -2.7% | +0.4% | -0.6% |
| 30D | +8.3% | -2.8% | +11.1% | +10.1% |
| 3M | +44.6% | +1.6% | +42.9% | +43.1% |
| 6M | +52.6% | -1.4% | +54.0% | +53.8% |
| YTD | +16.1% | -10.1% | +26.3% | +23.9% |
| 1Y | +37.3% | -8.8% | +46.0% | +44.7% |
| 3Y | +21.6% | +7.6% | +14.0% | +1.9% |
| All | +21.6% | +7.9% | +13.7% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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