+515.6%
IQV vs RMD
+434.1%
+81.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -2.0% |
| 7D | +0.3% | -4.5% | +4.8% | +2.1% |
| 30D | +8.6% | +4.6% | +4.0% | +6.6% |
| 3M | +41.1% | +14.8% | +26.3% | +33.5% |
| 6M | +48.6% | -12.1% | +60.6% | +55.3% |
| YTD | +15.0% | -7.5% | +22.5% | +17.8% |
| 1Y | +38.1% | -20.1% | +58.2% | +49.4% |
| 3Y | +21.4% | +53.9% | -32.5% | -1.0% |
| 5Y | -1.0% | -22.2% | +21.2% | +3.1% |
| 10Y | +233.0% | +268.2% | -35.3% | +114.0% |
| All | +515.6% | +434.1% | +81.4% | +251.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling