+236.7%
IQV vs IT
+103.1%
+133.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.5% | -0.5% |
| 7D | -2.2% | -3.7% | +1.4% | -0.8% |
| 30D | +8.3% | +0.1% | +8.2% | +7.9% |
| 3M | +44.6% | +20.7% | +23.9% | +29.6% |
| 6M | +52.6% | +12.0% | +40.6% | +40.0% |
| YTD | +16.1% | -28.8% | +44.9% | +30.0% |
| 1Y | +37.3% | -25.5% | +62.8% | +49.0% |
| 3Y | +21.6% | -48.8% | +70.3% | +52.1% |
| 5Y | +0.5% | -42.7% | +43.2% | +17.2% |
| All | +236.7% | +103.1% | +133.6% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling