+45.5%
IQV vs JAAA
+4.9%
+40.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.7% |
| 7D | +2.3% | +0.2% | +2.1% | +1.6% |
| 30D | +13.4% | +0.5% | +12.9% | +11.3% |
| 3M | +43.3% | +1.3% | +42.0% | +36.4% |
| 6M | +50.5% | +2.7% | +47.9% | +35.1% |
| YTD | +18.8% | +3.2% | +15.6% | +4.0% |
| 1Y | +45.5% | +4.9% | +40.5% | +7.1% |
| All | +45.5% | +4.9% | +40.6% | +7.1% |
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