+9.4%
IQV vs S
-51.7%
+61.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -2.5% | +2.0% | -4.4% | -2.9% |
| 30D | +1.2% | -2.7% | +3.9% | +1.4% |
| 3M | +9.8% | -6.9% | +16.7% | +10.1% |
| 6M | +53.8% | +38.1% | +15.7% | +42.1% |
| YTD | +17.6% | +48.0% | -30.4% | +6.8% |
| 1Y | +18.6% | +34.5% | -15.9% | +9.2% |
| 3Y | +36.9% | +38.3% | -1.4% | +22.0% |
| 5Y | +4.1% | -70.9% | +75.0% | +5.4% |
| All | +9.4% | -51.7% | +61.1% | +7.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling