+45.5%
IQV vs LEN
-37.1%
+82.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +2.3% | -3.2% | +5.5% | +3.0% |
| 30D | +13.4% | -4.9% | +18.3% | +14.6% |
| 3M | +43.3% | -8.5% | +51.8% | +45.2% |
| 6M | +50.5% | -20.7% | +71.2% | +55.4% |
| YTD | +18.8% | -17.4% | +36.2% | +20.5% |
| 1Y | +45.5% | -38.2% | +83.7% | +62.9% |
| All | +45.5% | -37.1% | +82.6% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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