+37.3%
IQV vs ONTO
+162.0%
-124.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.8% |
| 7D | -2.2% | +4.9% | -7.2% | -2.2% |
| 30D | +8.3% | -16.6% | +24.9% | +8.2% |
| 3M | +44.6% | -7.3% | +51.9% | +44.5% |
| 6M | +52.6% | +45.9% | +6.6% | +41.8% |
| YTD | +16.1% | +78.2% | -62.0% | +4.2% |
| 1Y | +37.3% | +159.8% | -122.5% | +12.3% |
| All | +37.3% | +162.0% | -124.7% | +12.3% |
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