-19.9%
ISRG vs IQV
+36.0%
-55.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -2.5% | -5.3% | +2.7% | -1.2% |
| 30D | -10.2% | +5.5% | -15.7% | -11.4% |
| 3M | -12.5% | +41.2% | -53.8% | -19.9% |
| 6M | -25.8% | +50.5% | -76.3% | -33.1% |
| YTD | -36.4% | +14.1% | -50.5% | -38.3% |
| 1Y | -19.9% | +39.9% | -59.8% | -25.2% |
| All | -19.9% | +36.0% | -55.8% | -25.2% |
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