+236.7%
IQV vs RGEN
+415.7%
-179.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -2.2% | -1.4% | -0.8% | -1.8% |
| 30D | +8.3% | -0.3% | +8.6% | +8.3% |
| 3M | +44.6% | +23.9% | +20.7% | +33.7% |
| 6M | +52.6% | +38.5% | +14.0% | +35.6% |
| YTD | +16.1% | +0.8% | +15.3% | +14.7% |
| 1Y | +37.3% | +38.2% | -0.9% | +21.8% |
| 3Y | +21.6% | +1.3% | +20.3% | +12.9% |
| 5Y | +0.5% | -44.0% | +44.5% | +5.4% |
| All | +236.7% | +415.7% | -179.0% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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