+1,525.1%
JBL vs IQV
+242.6%
+1,282.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +4.3% |
| 7D | +2.4% | -2.2% | +4.7% | +3.4% |
| 30D | -13.1% | +8.3% | -21.4% | -16.2% |
| 3M | -15.6% | +44.6% | -60.2% | -30.0% |
| 6M | +24.6% | +52.6% | -28.0% | -1.1% |
| YTD | +39.6% | +16.1% | +23.5% | +24.7% |
| 1Y | +48.6% | +37.3% | +11.3% | +20.9% |
| 3Y | +197.3% | +21.6% | +175.7% | +144.1% |
| 5Y | +413.0% | +0.5% | +412.5% | +360.2% |
| All | +1,525.1% | +242.6% | +1,282.5% | +720.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling