+37.0%
IQV vs RACE
+28.1%
+8.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.0% |
| 7D | +1.7% | +5.1% | -3.4% | +0.4% |
| 30D | +5.3% | +7.7% | -2.4% | +3.3% |
| 3M | +17.0% | +2.2% | +14.8% | +16.2% |
| 6M | +54.0% | +23.8% | +30.3% | +46.0% |
| YTD | +20.6% | +13.9% | +6.7% | +16.0% |
| 1Y | +28.9% | +3.8% | +25.1% | +26.7% |
| 3Y | +37.0% | +28.0% | +9.0% | +23.2% |
| All | +37.0% | +28.1% | +8.9% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling