-1.0%
IQV vs RACE
+92.4%
-93.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.8% |
| 7D | +0.3% | -1.0% | +1.4% | +0.8% |
| 30D | +8.6% | -1.5% | +10.1% | +9.2% |
| 3M | +41.1% | +15.5% | +25.6% | +32.9% |
| 6M | +48.6% | +17.3% | +31.3% | +38.6% |
| YTD | +15.0% | +11.1% | +3.9% | +9.0% |
| 1Y | +38.1% | -14.3% | +52.4% | +44.6% |
| 3Y | +21.4% | +40.2% | -18.8% | -7.8% |
| 5Y | -1.0% | +92.6% | -93.6% | -40.9% |
| All | -1.0% | +92.4% | -93.5% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling