+45.5%
IQV vs NVD
-61.9%
+107.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.5% |
| 7D | +2.3% | -11.1% | +13.4% | +2.0% |
| 30D | +13.4% | -13.3% | +26.7% | +13.1% |
| 3M | +43.3% | -19.8% | +63.1% | +43.6% |
| 6M | +50.5% | -48.8% | +99.3% | +46.7% |
| YTD | +18.8% | -49.7% | +68.4% | +15.2% |
| 1Y | +45.5% | -61.4% | +106.8% | +40.4% |
| All | +45.5% | -61.9% | +107.3% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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