+2.4%
IQV vs LNT
+31.4%
-29.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -2.2% | -1.0% | -1.2% | -1.9% |
| 30D | +8.3% | -4.2% | +12.5% | +10.0% |
| 3M | +44.6% | -6.7% | +51.3% | +48.1% |
| 6M | +52.6% | -3.6% | +56.1% | +53.5% |
| YTD | +16.1% | +5.9% | +10.2% | +11.7% |
| 1Y | +37.3% | +7.3% | +30.0% | +31.0% |
| 3Y | +21.6% | +46.5% | -24.9% | -1.3% |
| All | +2.4% | +31.4% | -29.0% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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