+45.5%
IQV vs RBA
-26.5%
+72.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +2.3% | -2.9% | +5.2% | +3.2% |
| 30D | +13.4% | -12.3% | +25.7% | +17.7% |
| 3M | +43.3% | -20.5% | +63.8% | +50.7% |
| 6M | +50.5% | -18.5% | +69.1% | +56.5% |
| YTD | +18.8% | -18.2% | +37.0% | +24.3% |
| 1Y | +45.5% | -27.5% | +73.0% | +62.8% |
| All | +45.5% | -26.5% | +72.0% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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