+50.5%
IQV vs RUN
-25.0%
+75.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.1% | +0.3% |
| 7D | -5.3% | -3.4% | -1.9% | -5.0% |
| 30D | +5.5% | -14.0% | +19.5% | +6.6% |
| 3M | +41.2% | -27.5% | +68.7% | +44.9% |
| 6M | +50.5% | -29.0% | +79.5% | +53.4% |
| All | +50.5% | -25.0% | +75.5% | +53.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling