-1.2%
IQV vs ONTO
+246.7%
-248.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.7% |
| 7D | -5.3% | +6.5% | -11.8% | -6.4% |
| 30D | +5.5% | -15.9% | +21.4% | +8.2% |
| 3M | +41.2% | -0.2% | +41.4% | +36.2% |
| 6M | +50.5% | +38.7% | +11.8% | +32.7% |
| YTD | +14.1% | +70.4% | -56.2% | -4.9% |
| 1Y | +39.9% | +153.6% | -113.7% | +4.8% |
| 3Y | +20.5% | +109.2% | -88.7% | -16.2% |
| 5Y | -1.2% | +249.7% | -251.0% | -45.3% |
| All | -1.2% | +246.7% | -248.0% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling