+233.0%
IQV vs LDOS
+260.1%
-27.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.0% |
| 7D | +0.3% | -7.1% | +7.5% | +3.4% |
| 30D | +8.6% | -6.1% | +14.6% | +11.2% |
| 3M | +41.1% | +5.6% | +35.5% | +36.4% |
| 6M | +48.6% | -26.9% | +75.5% | +68.2% |
| YTD | +15.0% | -27.9% | +42.9% | +30.1% |
| 1Y | +38.1% | -26.8% | +64.9% | +54.8% |
| 3Y | +21.4% | +39.6% | -18.2% | -2.5% |
| 5Y | -1.0% | +39.4% | -40.4% | -22.3% |
| 10Y | +233.0% | +260.0% | -27.0% | +104.8% |
| All | +233.0% | +260.1% | -27.2% | +104.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling