+25.0%
IQV vs JAAA
+4.8%
+20.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.5% | +0.2% | -5.6% | -5.8% |
| 30D | -0.9% | +0.4% | -1.3% | -2.1% |
| 3M | +15.6% | +1.2% | +14.4% | +11.7% |
| 6M | +63.9% | +2.3% | +61.6% | +52.0% |
| YTD | +17.0% | +3.9% | +13.2% | +4.8% |
| 1Y | +25.0% | +4.8% | +20.2% | +7.4% |
| All | +25.0% | +4.8% | +20.3% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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