+551.9%
IQV vs LII
+551.9%
0.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | +4.1% | -2.3% | +6.4% | +5.0% |
| 30D | +4.7% | -1.7% | +6.4% | +4.6% |
| 3M | +12.6% | -18.3% | +30.9% | +21.1% |
| 6M | +58.2% | -32.3% | +90.5% | +79.6% |
| YTD | +21.8% | -27.1% | +48.9% | +31.7% |
| 1Y | +25.6% | -27.2% | +52.8% | +35.7% |
| 3Y | +40.1% | -8.9% | +49.0% | +32.2% |
| 5Y | +8.7% | +19.7% | -11.0% | -12.8% |
| 10Y | +255.9% | +168.9% | +87.0% | +98.8% |
| All | +551.9% | +551.9% | 0.0% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 all: compounded portfolio wealth divided by compounded LII 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…
all analysis · Full analysis span regression · 6 months rolling