+37.3%
IQV vs RL
+8.8%
+28.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | -2.2% | -3.4% | +1.2% | -1.7% |
| 30D | +8.3% | -14.4% | +22.7% | +11.0% |
| 3M | +44.6% | -13.6% | +58.1% | +47.7% |
| 6M | +52.6% | +0.6% | +52.0% | +48.9% |
| YTD | +16.1% | -3.6% | +19.7% | +14.2% |
| 1Y | +37.3% | +8.3% | +28.9% | +26.8% |
| All | +37.3% | +8.8% | +28.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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