+535.9%
IQV vs RRC
-39.1%
+575.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | +2.3% | +1.3% | +1.0% | +2.2% |
| 30D | +13.4% | +10.1% | +3.3% | +12.3% |
| 3M | +43.3% | +4.0% | +39.3% | +42.6% |
| 6M | +50.5% | +1.6% | +48.9% | +49.9% |
| YTD | +18.8% | +19.7% | -0.9% | +16.3% |
| 1Y | +45.5% | +21.4% | +24.0% | +41.9% |
| 3Y | +19.4% | +29.7% | -10.3% | +14.9% |
| 5Y | +1.7% | +153.9% | -152.1% | -9.3% |
| 10Y | +247.9% | +10.8% | +237.1% | +180.8% |
| All | +535.9% | -39.1% | +575.0% | +436.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling