+25.0%
IQV vs LDOS
-27.6%
+52.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | -5.5% | -2.8% | -2.7% | -5.1% |
| 30D | -0.9% | +13.6% | -14.5% | -3.6% |
| 3M | +15.6% | +4.2% | +11.4% | +13.9% |
| 6M | +63.9% | -8.2% | +72.1% | +64.7% |
| YTD | +17.0% | -24.1% | +41.1% | +24.5% |
| 1Y | +25.0% | -31.2% | +56.3% | +37.5% |
| All | +25.0% | -27.6% | +52.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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