+25.6%
IQV vs IRE
-97.4%
+123.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.1% | -12.3% | -0.3% |
| 7D | +4.1% | -15.1% | +19.2% | +4.0% |
| 30D | +4.7% | -71.4% | +76.1% | +4.5% |
| 3M | +12.6% | -81.2% | +93.7% | +12.2% |
| 6M | +58.2% | -93.7% | +151.9% | +59.9% |
| YTD | +21.8% | -92.2% | +114.0% | +20.0% |
| 1Y | +25.6% | -97.3% | +122.9% | +23.6% |
| All | +25.6% | -97.4% | +123.1% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling