+59.1%
ISRG vs IQV
+41.0%
+18.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -6.8% | +4.1% | -10.8% | -7.8% |
| 30D | +5.1% | +4.7% | +0.4% | +3.7% |
| 3M | +12.0% | +12.6% | -0.5% | +8.3% |
| 6M | +7.0% | +58.2% | -51.2% | -6.3% |
| YTD | -20.6% | +21.8% | -42.4% | -25.7% |
| 1Y | -21.4% | +25.6% | -47.1% | -27.1% |
| All | +59.1% | +41.0% | +18.1% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling