+7.7%
IQV vs LDOS
+49.0%
-41.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.6% |
| 7D | +2.4% | -3.5% | +5.8% | +3.4% |
| 30D | +4.0% | +9.5% | -5.5% | +0.7% |
| 3M | +12.2% | -6.3% | +18.5% | +13.8% |
| 6M | +54.9% | +2.8% | +52.1% | +51.5% |
| YTD | +20.3% | -26.6% | +46.9% | +31.7% |
| 1Y | +22.7% | -31.3% | +54.0% | +37.6% |
| 3Y | +38.3% | +30.9% | +7.4% | +19.1% |
| All | +7.7% | +49.0% | -41.3% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling