+236.7%
IQV vs RUN
+42.2%
+194.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -2.2% | -3.7% | +1.5% | -1.8% |
| 30D | +8.3% | -13.0% | +21.3% | +10.1% |
| 3M | +44.6% | -31.8% | +76.4% | +50.8% |
| 6M | +52.6% | -32.2% | +84.8% | +58.1% |
| YTD | +16.1% | -53.5% | +69.6% | +24.0% |
| 1Y | +37.3% | -46.5% | +83.8% | +42.4% |
| 3Y | +21.6% | -37.6% | +59.2% | +4.9% |
| 5Y | +0.5% | -80.9% | +81.3% | -3.4% |
| All | +236.7% | +42.2% | +194.5% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling