+5.3%
IQV vs RGEN
-35.5%
+40.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.5% |
| 7D | -2.5% | -3.3% | +0.8% | -1.3% |
| 30D | +1.2% | -5.8% | +7.0% | +3.3% |
| 3M | +9.8% | +0.2% | +9.6% | +8.8% |
| 6M | +53.8% | +56.8% | -3.0% | +28.3% |
| YTD | +17.6% | +2.4% | +15.2% | +14.2% |
| 1Y | +18.6% | +11.4% | +7.2% | +11.7% |
| 3Y | +36.9% | +15.2% | +21.7% | +20.6% |
| All | +5.3% | -35.5% | +40.7% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling