+247.3%
IQV vs Z
+25.1%
+222.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.9% |
| 7D | +2.3% | -3.0% | +5.3% | +3.0% |
| 30D | +13.4% | -4.2% | +17.6% | +14.2% |
| 3M | +43.3% | -3.7% | +47.0% | +43.8% |
| 6M | +50.5% | -24.5% | +75.0% | +58.8% |
| YTD | +18.8% | -49.3% | +68.1% | +36.2% |
| 1Y | +45.5% | -58.7% | +104.1% | +73.2% |
| 3Y | +19.4% | -34.1% | +53.5% | +25.1% |
| 5Y | +1.7% | -64.5% | +66.3% | +12.9% |
| 10Y | +247.9% | -0.5% | +248.4% | +176.0% |
| All | +247.3% | +25.1% | +222.2% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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