+2.4%
IQV vs NTR
+45.7%
-43.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -2.2% | -1.3% | -1.0% | -2.0% |
| 30D | +8.3% | +16.8% | -8.5% | +5.3% |
| 3M | +44.6% | +20.7% | +23.8% | +39.6% |
| 6M | +52.6% | +0.5% | +52.0% | +51.6% |
| YTD | +16.1% | +29.2% | -13.1% | +9.6% |
| 1Y | +37.3% | +39.6% | -2.3% | +27.0% |
| 3Y | +21.6% | +37.9% | -16.3% | +10.9% |
| All | +2.4% | +45.7% | -43.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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