+36.9%
IQV vs ONTO
+51.5%
-14.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.9% |
| 7D | -2.5% | +17.5% | -20.0% | -4.0% |
| 30D | +1.2% | -15.7% | +16.8% | +2.3% |
| 3M | +9.8% | -39.7% | +49.5% | +14.3% |
| 6M | +53.8% | -26.5% | +80.3% | +53.0% |
| YTD | +17.6% | +29.0% | -11.4% | +4.5% |
| 1Y | +18.6% | +57.0% | -38.4% | +1.3% |
| 3Y | +36.9% | +50.0% | -13.1% | +6.7% |
| All | +36.9% | +51.5% | -14.6% | +6.7% |
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