+25.0%
IQV vs RSG
+19.5%
+5.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | +0.2% |
| 7D | -5.5% | +5.1% | -10.6% | -6.8% |
| 30D | -0.9% | +15.3% | -16.2% | -5.1% |
| 3M | +15.6% | +18.6% | -3.0% | +9.8% |
| 6M | +63.9% | +19.5% | +44.4% | +56.2% |
| YTD | +17.0% | +17.2% | -0.2% | +13.5% |
| 1Y | +25.0% | +19.6% | +5.5% | +21.3% |
| All | +25.0% | +19.5% | +5.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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