+236.7%
IQV vs RBA
+206.5%
+30.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +0.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +8.3% | -2.9% | +11.2% | +9.3% |
| 3M | +44.6% | -20.9% | +65.5% | +55.1% |
| 6M | +52.6% | -17.7% | +70.2% | +61.2% |
| YTD | +16.1% | -18.2% | +34.3% | +22.8% |
| 1Y | +37.3% | -29.1% | +66.4% | +52.3% |
| 3Y | +21.6% | +29.5% | -8.0% | +8.0% |
| 5Y | +0.5% | +40.2% | -39.8% | -15.9% |
| All | +236.7% | +206.5% | +30.3% | +100.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling