+2.4%
IQV vs RMD
-23.0%
+25.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | -2.2% | -4.4% | +2.2% | -0.4% |
| 30D | +8.3% | -3.1% | +11.4% | +9.7% |
| 3M | +44.6% | +13.8% | +30.8% | +36.5% |
| 6M | +52.6% | -8.6% | +61.1% | +57.3% |
| YTD | +16.1% | -8.6% | +24.8% | +19.7% |
| 1Y | +37.3% | -19.7% | +57.0% | +48.9% |
| 3Y | +21.6% | +48.4% | -26.8% | -2.7% |
| All | +2.4% | -23.0% | +25.5% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling