+20.4%
IQV vs RBA
+27.1%
-6.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.5% |
| 7D | +0.3% | -1.1% | +1.4% | +0.7% |
| 30D | +8.6% | -13.2% | +21.8% | +13.7% |
| 3M | +41.1% | -21.4% | +62.5% | +51.0% |
| 6M | +48.6% | -20.9% | +69.4% | +58.4% |
| YTD | +15.0% | -19.9% | +34.8% | +22.0% |
| 1Y | +38.1% | -28.7% | +66.8% | +52.7% |
| All | +20.4% | +27.1% | -6.7% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling