+192.5%
JNJ vs IQV
+242.6%
-50.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -3.5% | -2.2% | -1.3% | -3.1% |
| 30D | +2.3% | +8.3% | -6.0% | +0.7% |
| 3M | +12.0% | +44.6% | -32.6% | +3.8% |
| 6M | +10.5% | +52.6% | -42.1% | +0.8% |
| YTD | +30.4% | +16.1% | +14.3% | +25.1% |
| 1Y | +52.1% | +37.3% | +14.9% | +40.4% |
| 3Y | +77.8% | +21.6% | +56.2% | +64.6% |
| 5Y | +82.9% | +0.5% | +82.4% | +74.4% |
| All | +192.5% | +242.6% | -50.1% | +94.1% |
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