+5.3%
IQV vs RRC
+134.0%
-128.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.3% |
| 7D | -2.5% | +6.4% | -8.9% | -3.4% |
| 30D | +1.2% | +23.9% | -22.7% | -2.6% |
| 3M | +9.8% | +30.2% | -20.4% | +4.6% |
| 6M | +53.8% | +26.3% | +27.5% | +47.1% |
| YTD | +17.6% | +48.1% | -30.5% | +8.9% |
| 1Y | +18.6% | +37.7% | -19.1% | +11.1% |
| 3Y | +36.9% | +60.3% | -23.4% | +23.0% |
| All | +5.3% | +134.0% | -128.7% | -10.1% |
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 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