-10.5%
ISRG vs IQV
+25.1%
-35.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.5% | +8.9% | +9.3% |
| 7D | +8.5% | -5.5% | +14.0% | +10.1% |
| 30D | +18.6% | -0.9% | +19.5% | +18.8% |
| 3M | +30.9% | +15.6% | +15.3% | +26.1% |
| 6M | +6.6% | +63.9% | -57.3% | -6.2% |
| YTD | -14.9% | +17.0% | -31.9% | -17.7% |
| 1Y | -10.5% | +25.0% | -35.6% | -15.7% |
| All | -10.5% | +25.1% | -35.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling