+21.3%
IQV vs RACE
-2.3%
+23.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.6% |
| 7D | +2.4% | -4.0% | +6.4% | +3.4% |
| 30D | +4.0% | +3.5% | +0.5% | +3.0% |
| 3M | +12.2% | -0.4% | +12.6% | +12.1% |
| 6M | +54.9% | +23.2% | +31.7% | +47.5% |
| YTD | +20.3% | +11.0% | +9.3% | +16.3% |
| All | +21.3% | -2.3% | +23.6% | +20.8% |
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