+19.3%
IQV vs RRC
+31.0%
-11.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.6% | -1.7% | -0.9% | -2.3% |
| 30D | +6.2% | +3.6% | +2.6% | +5.5% |
| 3M | +38.0% | +8.8% | +29.1% | +35.6% |
| 6M | +43.9% | +0.8% | +43.1% | +42.9% |
| YTD | +14.0% | +19.0% | -5.0% | +9.2% |
| 1Y | +35.5% | +22.9% | +12.6% | +28.2% |
| All | +19.3% | +31.0% | -11.7% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling