+30.9%
IQV vs LDOS
-30.4%
+61.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.2% |
| 7D | +7.9% | -5.8% | +13.7% | +8.9% |
| 30D | +7.3% | +11.6% | -4.3% | +4.7% |
| 3M | +16.8% | -1.0% | +17.8% | +16.4% |
| 6M | +56.0% | +5.1% | +51.0% | +52.6% |
| YTD | +23.7% | -24.0% | +47.7% | +31.5% |
| All | +30.9% | -30.4% | +61.3% | +42.2% |
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