+25.0%
IQV vs ONTO
+46.1%
-21.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.7% | +9.1% | +0.1% |
| 7D | -5.5% | -17.4% | +11.9% | -6.2% |
| 30D | -0.9% | -43.2% | +42.3% | -3.4% |
| 3M | +15.6% | -35.7% | +51.3% | +13.7% |
| 6M | +63.9% | -38.3% | +102.2% | +62.3% |
| YTD | +17.0% | +17.1% | -0.1% | +7.9% |
| 1Y | +25.0% | +43.1% | -18.1% | +16.9% |
| All | +25.0% | +46.1% | -21.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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