+39.9%
IQV vs S
+10.1%
+29.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.3% |
| 7D | -5.3% | +0.1% | -5.3% | -5.3% |
| 30D | +5.5% | -11.8% | +17.3% | +7.9% |
| 3M | +41.2% | +33.9% | +7.3% | +28.8% |
| 6M | +50.5% | +40.1% | +10.4% | +33.5% |
| YTD | +14.1% | +32.1% | -17.9% | +2.3% |
| 1Y | +39.9% | +11.0% | +28.9% | +28.1% |
| All | +39.9% | +10.1% | +29.9% | +28.1% |
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