+37.3%
IQV vs NTRS
+51.4%
-14.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.4% |
| 7D | -2.2% | +1.4% | -3.6% | -2.7% |
| 30D | +8.3% | -0.7% | +9.0% | +8.5% |
| 3M | +44.6% | +11.3% | +33.3% | +38.5% |
| 6M | +52.6% | +35.5% | +17.0% | +32.6% |
| YTD | +16.1% | +40.6% | -24.5% | +1.5% |
| 1Y | +37.3% | +49.2% | -11.9% | +17.3% |
| All | +37.3% | +51.4% | -14.1% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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