+23.7%
JBL vs IQV
+25.1%
-1.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.3% | -4.8% |
| 7D | -11.1% | -5.5% | -5.7% | -11.8% |
| 30D | -14.1% | -0.9% | -13.2% | -14.1% |
| 3M | -23.9% | +15.6% | -39.5% | -22.3% |
| 6M | -24.1% | +63.9% | -88.0% | -21.2% |
| YTD | +13.5% | +17.0% | -3.5% | +19.6% |
| 1Y | +23.7% | +25.0% | -1.3% | +30.6% |
| All | +23.7% | +25.1% | -1.4% | +30.6% |
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