+35.5%
IQV vs RACE
-14.8%
+50.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -2.6% | -2.6% | 0.0% | -2.0% |
| 30D | +6.2% | -1.1% | +7.3% | +6.5% |
| 3M | +38.0% | +12.5% | +25.4% | +35.0% |
| 6M | +43.9% | +17.4% | +26.5% | +39.5% |
| YTD | +14.0% | +10.1% | +3.9% | +11.2% |
| 1Y | +35.5% | -15.1% | +50.7% | +35.2% |
| All | +35.5% | -14.8% | +50.3% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling