+533.8%
ISRG vs IQV
+250.3%
+283.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | -6.1% | +2.4% | -8.5% | -7.3% |
| 30D | +4.2% | +4.0% | +0.2% | +1.8% |
| 3M | +9.6% | +12.2% | -2.5% | +2.6% |
| 6M | +1.9% | +54.9% | -53.0% | -21.2% |
| YTD | -22.3% | +20.3% | -42.6% | -32.3% |
| 1Y | -23.2% | +22.7% | -45.9% | -33.8% |
| 3Y | +58.5% | +38.3% | +20.2% | +17.8% |
| 5Y | +23.9% | +6.5% | +17.5% | +8.5% |
| All | +533.8% | +250.3% | +283.5% | +182.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling