+81.2%
IQV vs ONTO
+658.6%
-577.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -2.8% |
| 7D | +2.3% | -1.0% | +3.3% | +2.4% |
| 30D | +13.4% | -2.9% | +16.3% | +13.1% |
| 3M | +43.3% | -2.5% | +45.7% | +37.4% |
| 6M | +50.5% | +28.2% | +22.3% | +31.1% |
| YTD | +18.8% | +69.8% | -51.0% | -5.3% |
| 1Y | +45.5% | +162.9% | -117.4% | +0.4% |
| 3Y | +19.4% | +95.9% | -76.6% | -21.3% |
| 5Y | +1.7% | +244.5% | -242.8% | -50.1% |
| All | +81.2% | +658.6% | -577.4% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling