+18.3%
IQV vs Q
+75.4%
-57.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.1% |
| 7D | -5.3% | +4.1% | -9.4% | -5.3% |
| 30D | +5.5% | -10.7% | +16.3% | +5.6% |
| 3M | +41.2% | -11.7% | +52.9% | +39.3% |
| 6M | +50.5% | +8.3% | +42.2% | +39.9% |
| YTD | +14.1% | +51.3% | -37.2% | +2.3% |
| All | +18.3% | +75.4% | -57.0% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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