+20.2%
IQV vs NVD
-99.1%
+119.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.3% | +0.4% |
| 7D | -5.3% | +9.0% | -14.3% | -4.7% |
| 30D | +5.5% | -5.5% | +11.0% | +5.4% |
| 3M | +41.2% | -24.6% | +65.9% | +39.0% |
| 6M | +50.5% | -42.1% | +92.6% | +46.0% |
| YTD | +14.1% | -44.3% | +58.5% | +10.8% |
| 1Y | +39.9% | -54.2% | +94.1% | +34.5% |
| 3Y | +20.5% | -99.1% | +119.6% | -18.6% |
| All | +20.2% | -99.1% | +119.4% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling