+515.6%
IQV vs RIO
+440.4%
+75.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.4% |
| 7D | +0.3% | +1.9% | -1.6% | -0.2% |
| 30D | +8.6% | +5.0% | +3.6% | +7.0% |
| 3M | +41.1% | +5.1% | +36.0% | +38.5% |
| 6M | +48.6% | +17.6% | +30.9% | +40.1% |
| YTD | +15.0% | +36.3% | -21.3% | +3.3% |
| 1Y | +38.1% | +71.2% | -33.1% | +15.4% |
| 3Y | +21.4% | +102.7% | -81.3% | -4.5% |
| 5Y | -1.0% | +99.6% | -100.6% | -23.4% |
| 10Y | +233.0% | +603.1% | -370.1% | +88.3% |
| All | +515.6% | +440.4% | +75.2% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 all: compounded portfolio wealth divided by compounded RIO 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…
all analysis · Full analysis span regression · 6 months rolling