+21.6%
IQV vs RSG
+57.7%
-36.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.4% |
| 7D | -2.2% | 0.0% | -2.3% | -2.2% |
| 30D | +8.3% | +4.0% | +4.3% | +6.6% |
| 3M | +44.6% | +7.4% | +37.2% | +40.7% |
| 6M | +52.6% | +0.1% | +52.5% | +52.7% |
| YTD | +16.1% | +6.0% | +10.1% | +13.4% |
| 1Y | +37.3% | -3.0% | +40.2% | +39.5% |
| 3Y | +21.6% | +56.5% | -34.9% | -4.9% |
| All | +21.6% | +57.7% | -36.1% | -4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling