+19.5%
IQV vs XME
+124.3%
-104.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +1.3% |
| 7D | -5.3% | -3.0% | -2.2% | -4.4% |
| 30D | +5.5% | -2.6% | +8.1% | +6.2% |
| 3M | +41.2% | +2.2% | +39.1% | +39.4% |
| 6M | +50.5% | +0.7% | +49.8% | +48.2% |
| YTD | +14.1% | +10.9% | +3.2% | +7.0% |
| 1Y | +39.9% | +35.7% | +4.2% | +17.6% |
| All | +19.5% | +124.3% | -104.8% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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