+25.0%
IQV vs NVD
-27.4%
+52.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.5% | -6.0% | +0.6% |
| 7D | -5.5% | +15.0% | -20.4% | -5.1% |
| 30D | -0.9% | +39.3% | -40.1% | 0.0% |
| 3M | +15.6% | +3.1% | +12.5% | +15.9% |
| 6M | +63.9% | -19.0% | +82.9% | +63.2% |
| YTD | +17.0% | -35.5% | +52.6% | +13.7% |
| 1Y | +25.0% | -30.2% | +55.2% | +21.1% |
| All | +25.0% | -27.4% | +52.4% | +21.1% |
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