+552.5%
ISRG vs IQV
+511.9%
+40.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.1% |
| 7D | -1.6% | +2.3% | -3.9% | -2.7% |
| 30D | -2.3% | +13.4% | -15.7% | -8.5% |
| 3M | -12.4% | +43.3% | -55.7% | -27.9% |
| 6M | -26.8% | +50.5% | -77.4% | -41.9% |
| YTD | -35.3% | +18.8% | -54.0% | -42.5% |
| 1Y | -19.3% | +45.5% | -64.8% | -36.2% |
| 3Y | +18.1% | +19.4% | -1.2% | -1.7% |
| 5Y | +2.6% | +1.7% | +0.9% | -6.9% |
| 10Y | +379.4% | +247.9% | +131.5% | +138.3% |
| All | +552.5% | +511.9% | +40.6% | +190.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling