+25.0%
IQV vs M
+36.6%
-11.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.6% | -7.2% | -0.8% |
| 7D | -5.5% | +8.3% | -13.7% | -6.7% |
| 30D | -0.9% | +14.2% | -15.0% | -3.1% |
| 3M | +15.6% | -1.1% | +16.7% | +15.5% |
| 6M | +63.9% | +36.6% | +27.3% | +54.6% |
| YTD | +17.0% | +19.8% | -2.8% | +11.8% |
| 1Y | +25.0% | +37.2% | -12.1% | +16.5% |
| All | +25.0% | +36.6% | -11.5% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling