+2.4%
IQV vs XME
+162.6%
-160.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.1% |
| 7D | -2.2% | -4.2% | +2.0% | -0.8% |
| 30D | +8.3% | -2.7% | +11.0% | +9.1% |
| 3M | +44.6% | -3.9% | +48.5% | +45.7% |
| 6M | +52.6% | -1.0% | +53.5% | +50.6% |
| YTD | +16.1% | +9.8% | +6.3% | +9.3% |
| 1Y | +37.3% | +32.5% | +4.7% | +18.1% |
| 3Y | +21.6% | +124.3% | -102.8% | -17.5% |
| All | +2.4% | +162.6% | -160.1% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling