+54.9%
IQV vs LTH
+40.2%
+14.7%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +2.9% | -0.8% |
| 7D | +2.4% | -4.6% | +7.0% | +2.9% |
| 30D | +4.0% | +14.8% | -10.8% | +2.1% |
| 3M | +12.2% | +3.9% | +8.2% | +12.2% |
| 6M | +54.9% | +35.5% | +19.4% | +63.5% |
| All | +54.9% | +40.2% | +14.7% | +63.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling