+36.9%
IQV vs LDOS
+30.5%
+6.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -2.5% | -1.6% | -0.8% | -2.1% |
| 30D | +1.2% | +8.2% | -7.1% | -1.4% |
| 3M | +9.8% | -8.2% | +17.9% | +11.8% |
| 6M | +53.8% | +5.8% | +48.0% | +49.3% |
| YTD | +17.6% | -27.0% | +44.6% | +28.4% |
| 1Y | +18.6% | -31.0% | +49.6% | +32.0% |
| 3Y | +36.9% | +29.3% | +7.6% | +22.6% |
| All | +36.9% | +30.5% | +6.4% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling