+236.7%
IQV vs RRC
+4.9%
+231.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | -2.2% | -1.8% | -0.5% | -2.0% |
| 30D | +8.3% | +2.7% | +5.6% | +8.0% |
| 3M | +44.6% | +8.8% | +35.7% | +43.1% |
| 6M | +52.6% | -1.2% | +53.7% | +52.3% |
| YTD | +16.1% | +17.6% | -1.4% | +13.6% |
| 1Y | +37.3% | +18.4% | +18.8% | +33.9% |
| 3Y | +21.6% | +33.1% | -11.5% | +16.2% |
| 5Y | +0.5% | +148.2% | -147.7% | -11.5% |
| All | +236.7% | +4.9% | +231.8% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling