+510.3%
IQV vs SONY
+607.1%
-96.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -2.6% | -4.9% | +2.3% | -1.0% |
| 30D | +6.2% | -1.6% | +7.8% | +6.7% |
| 3M | +38.0% | +10.0% | +28.0% | +33.5% |
| 6M | +43.9% | +8.4% | +35.5% | +39.3% |
| YTD | +14.0% | -8.4% | +22.4% | +16.5% |
| 1Y | +35.5% | -18.4% | +53.9% | +43.3% |
| 3Y | +20.3% | +41.0% | -20.6% | +4.6% |
| 5Y | -1.6% | +9.3% | -10.9% | -8.8% |
| 10Y | +233.4% | +281.7% | -48.3% | +126.2% |
| All | +510.3% | +607.1% | -96.9% | +282.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling