+37.3%
IQV vs NVD
-52.8%
+90.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -2.2% | +10.8% | -13.1% | -1.8% |
| 30D | +8.3% | +0.8% | +7.5% | +8.5% |
| 3M | +44.6% | -20.8% | +65.4% | +43.8% |
| 6M | +52.6% | -41.2% | +93.7% | +49.0% |
| YTD | +16.1% | -44.2% | +60.3% | +12.6% |
| 1Y | +37.3% | -54.2% | +91.4% | +29.6% |
| All | +37.3% | -52.8% | +90.1% | +29.6% |
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