+25.0%
IQV vs S
+36.5%
-11.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.1% |
| 7D | -5.5% | -8.2% | +2.7% | -4.0% |
| 30D | -0.9% | -7.6% | +6.8% | +0.4% |
| 3M | +15.6% | +12.0% | +3.6% | +11.6% |
| 6M | +63.9% | +50.6% | +13.3% | +44.1% |
| YTD | +17.0% | +56.6% | -39.6% | +0.1% |
| 1Y | +25.0% | +39.2% | -14.2% | +7.2% |
| All | +25.0% | +36.5% | -11.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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