+25.0%
IQV vs NYT
+16.5%
+8.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -5.5% | -3.9% | -1.6% | -5.0% |
| 30D | -0.9% | +4.3% | -5.1% | -1.6% |
| 3M | +15.6% | -11.7% | +27.3% | +17.2% |
| 6M | +63.9% | -14.4% | +78.3% | +66.1% |
| YTD | +17.0% | -3.0% | +20.1% | +18.5% |
| 1Y | +25.0% | +16.5% | +8.5% | +16.4% |
| All | +25.0% | +16.5% | +8.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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