+28.1%
ISRG vs IQV
+8.4%
+19.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -6.8% | +4.1% | -10.8% | -8.4% |
| 30D | +5.1% | +4.7% | +0.4% | +2.9% |
| 3M | +12.0% | +12.6% | -0.5% | +6.1% |
| 6M | +7.0% | +58.2% | -51.2% | -13.6% |
| YTD | -20.6% | +21.8% | -42.4% | -28.7% |
| 1Y | -21.4% | +25.6% | -47.1% | -30.5% |
| 3Y | +62.0% | +40.1% | +21.9% | +26.1% |
| 5Y | +28.1% | +8.7% | +19.5% | +18.7% |
| All | +28.1% | +8.4% | +19.7% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling