-1.4%
IQV vs RRC
+149.1%
-150.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.6% |
| 3M | +38.0% | +8.8% | +29.1% | +36.0% |
| 6M | +43.9% | +0.8% | +43.1% | +43.2% |
| YTD | +14.0% | +19.0% | -5.0% | +10.3% |
| 1Y | +35.5% | +22.9% | +12.6% | +30.1% |
| 3Y | +20.3% | +32.3% | -12.0% | +12.8% |
| All | -1.4% | +149.1% | -150.5% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling