+36.9%
IQV vs RMD
+69.3%
-32.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | -2.5% | +2.1% | -4.5% | -3.2% |
| 30D | +1.2% | +2.1% | -0.9% | +0.2% |
| 3M | +9.8% | +6.2% | +3.5% | +7.0% |
| 6M | +53.8% | +19.4% | +34.4% | +43.0% |
| YTD | +17.6% | +0.5% | +17.1% | +16.2% |
| 1Y | +18.6% | -3.9% | +22.5% | +18.9% |
| 3Y | +36.9% | +72.5% | -35.6% | +9.4% |
| All | +36.9% | +69.3% | -32.5% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling