+25.0%
IQV vs RMD
-1.9%
+26.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.5% | -2.2% |
| 7D | -5.5% | -3.9% | -1.6% | -3.9% |
| 30D | -0.9% | +7.9% | -8.8% | -4.9% |
| 3M | +15.6% | +8.1% | +7.5% | +10.4% |
| 6M | +63.9% | +15.5% | +48.4% | +49.3% |
| YTD | +17.0% | +0.7% | +16.4% | +16.7% |
| 1Y | +25.0% | -1.4% | +26.4% | +26.0% |
| All | +25.0% | -1.9% | +26.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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