+18.6%
IQV vs RBA
-5.8%
+24.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.4% |
| 7D | -2.5% | +1.7% | -4.2% | -2.9% |
| 30D | +1.2% | +8.3% | -7.2% | -1.1% |
| 3M | +9.8% | +10.5% | -0.8% | +6.6% |
| 6M | +53.8% | -5.9% | +59.7% | +52.6% |
| YTD | +17.6% | -6.9% | +24.5% | +16.3% |
| 1Y | +18.6% | -4.9% | +23.5% | +15.7% |
| All | +18.6% | -5.8% | +24.4% | +15.7% |
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