+1.3%
IQV vs LDOS
+43.9%
-42.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +2.3% | -5.4% | +7.7% | +4.0% |
| 30D | +13.4% | +4.9% | +8.6% | +11.3% |
| 3M | +43.3% | +7.2% | +36.1% | +39.0% |
| 6M | +50.5% | -24.2% | +74.8% | +64.3% |
| YTD | +18.8% | -25.8% | +44.6% | +29.9% |
| 1Y | +45.5% | -24.7% | +70.2% | +58.1% |
| 3Y | +19.4% | +39.3% | -19.9% | +1.9% |
| All | +1.3% | +43.9% | -42.6% | -15.4% |
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