+0.7%
IQV vs QS
-75.4%
+76.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -5.3% | -5.0% | -0.3% | -4.8% |
| 30D | +5.5% | -18.3% | +23.8% | +7.8% |
| 3M | +41.2% | -26.0% | +67.2% | +44.8% |
| 6M | +50.5% | -24.0% | +74.6% | +52.5% |
| YTD | +14.1% | -50.3% | +64.4% | +21.5% |
| 1Y | +39.9% | -38.0% | +77.9% | +41.8% |
| 3Y | +20.5% | -24.6% | +45.1% | +9.1% |
| All | +0.7% | -75.4% | +76.1% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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