+386.2%
ISRG vs IQV
+242.6%
+143.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.5% |
| 7D | +0.7% | -2.2% | +2.9% | +1.9% |
| 30D | -8.0% | +8.3% | -16.3% | -12.0% |
| 3M | -10.6% | +44.6% | -55.2% | -27.7% |
| 6M | -25.1% | +52.6% | -77.7% | -41.8% |
| YTD | -34.8% | +16.1% | -51.0% | -41.9% |
| 1Y | -19.0% | +37.3% | -56.3% | -34.9% |
| 3Y | +22.1% | +21.6% | +0.5% | -1.4% |
| 5Y | +8.2% | +0.5% | +7.7% | -1.8% |
| All | +386.2% | +242.6% | +143.6% | +124.1% |
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