+510.3%
IQV vs QID
-99.8%
+610.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.7% |
| 7D | -2.6% | -1.9% | -0.7% | -3.3% |
| 30D | +6.2% | +1.7% | +4.5% | +7.0% |
| 3M | +38.0% | -3.9% | +41.9% | +36.0% |
| 6M | +43.9% | -30.0% | +73.9% | +25.8% |
| YTD | +14.0% | -28.2% | +42.2% | +1.6% |
| 1Y | +35.5% | -35.6% | +71.2% | +16.3% |
| 3Y | +20.3% | -74.3% | +94.6% | -22.5% |
| 5Y | -1.6% | -80.8% | +79.2% | -34.3% |
| 10Y | +233.4% | -99.2% | +332.6% | -17.7% |
| All | +510.3% | -99.8% | +610.0% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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