+21.6%
IQV vs ONTO
+115.7%
-94.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.2% |
| 7D | -2.2% | +4.9% | -7.2% | -2.8% |
| 30D | +8.3% | -16.6% | +24.9% | +10.3% |
| 3M | +44.6% | -7.3% | +51.9% | +43.2% |
| 6M | +52.6% | +45.9% | +6.6% | +37.6% |
| YTD | +16.1% | +78.2% | -62.0% | +0.3% |
| 1Y | +37.3% | +159.8% | -122.5% | +9.4% |
| 3Y | +21.6% | +123.4% | -101.9% | -14.7% |
| All | +21.6% | +115.7% | -94.1% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling