+5.4%
IQV vs LTH
+152.0%
-146.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.4% |
| 7D | -2.6% | -4.0% | +1.4% | -1.5% |
| 30D | +6.2% | -1.7% | +7.9% | +6.6% |
| 3M | +38.0% | +28.0% | +10.0% | +29.2% |
| 6M | +43.9% | +54.1% | -10.1% | +27.4% |
| YTD | +14.0% | +57.1% | -43.1% | +0.4% |
| 1Y | +35.5% | +45.8% | -10.3% | +21.4% |
| 3Y | +20.3% | +157.6% | -137.2% | -9.1% |
| All | +5.4% | +152.0% | -146.6% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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