+252.6%
IQV vs RACE
+717.8%
-465.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.1% |
| 7D | +2.4% | -4.0% | +6.4% | +4.2% |
| 30D | +4.0% | +3.5% | +0.5% | +2.2% |
| 3M | +12.2% | -0.4% | +12.6% | +12.0% |
| 6M | +54.9% | +23.2% | +31.7% | +39.9% |
| YTD | +20.3% | +11.0% | +9.3% | +12.6% |
| 1Y | +22.7% | -2.2% | +25.0% | +21.8% |
| 3Y | +38.3% | +22.5% | +15.8% | +15.2% |
| 5Y | +6.5% | +63.2% | -56.7% | -25.6% |
| All | +252.6% | +717.8% | -465.2% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling