+510.3%
IQV vs XME
+273.1%
+237.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.6% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | +6.2% | +1.4% | +4.8% | +5.5% |
| 3M | +38.0% | +2.7% | +35.2% | +35.5% |
| 6M | +43.9% | +6.5% | +37.4% | +38.5% |
| YTD | +14.0% | +15.2% | -1.2% | +6.2% |
| 1Y | +35.5% | +43.5% | -8.0% | +15.6% |
| 3Y | +20.3% | +135.9% | -115.5% | -15.1% |
| 5Y | -1.6% | +181.5% | -183.1% | -36.0% |
| 10Y | +233.4% | +436.9% | -203.4% | +61.3% |
| All | +510.3% | +273.1% | +237.1% | +209.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling