+19.3%
IQV vs S
+13.6%
+5.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | -2.6% | -1.2% | -1.4% | -2.3% |
| 30D | +6.2% | -12.6% | +18.7% | +8.9% |
| 3M | +38.0% | +27.6% | +10.4% | +28.4% |
| 6M | +43.9% | +35.5% | +8.5% | +30.8% |
| YTD | +14.0% | +29.6% | -15.6% | +4.6% |
| 1Y | +35.5% | +8.1% | +27.4% | +28.7% |
| All | +19.3% | +13.6% | +5.7% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling