+37.3%
IQV vs RRC
+20.5%
+16.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.5% | +1.8% |
| 7D | -2.2% | -2.0% | -0.2% | -2.1% |
| 30D | +8.3% | +2.4% | +5.9% | +8.1% |
| 3M | +44.6% | +8.6% | +36.0% | +43.7% |
| 6M | +52.6% | -1.4% | +54.0% | +51.7% |
| YTD | +16.1% | +17.3% | -1.2% | +13.5% |
| 1Y | +37.3% | +18.1% | +19.1% | +33.1% |
| All | +37.3% | +20.5% | +16.8% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling