+236.7%
IQV vs LEN
+108.0%
+128.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +0.9% |
| 7D | -2.2% | -4.8% | +2.5% | -0.4% |
| 30D | +8.3% | -6.6% | +14.9% | +11.1% |
| 3M | +44.6% | -15.7% | +60.2% | +53.8% |
| 6M | +52.6% | -16.6% | +69.2% | +61.9% |
| YTD | +16.1% | -21.3% | +37.5% | +24.9% |
| 1Y | +37.3% | -42.0% | +79.3% | +65.7% |
| 3Y | +21.6% | -27.9% | +49.5% | +30.6% |
| 5Y | +0.5% | -10.7% | +11.2% | -3.6% |
| All | +236.7% | +108.0% | +128.7% | +110.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling