+13.8%
KMB vs IQV
+236.7%
-222.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -7.7% | -5.3% | -2.4% | -6.9% |
| 30D | -8.2% | +5.5% | -13.7% | -8.9% |
| 3M | -1.9% | +41.2% | -43.1% | -6.9% |
| 6M | -0.7% | +50.5% | -51.2% | -6.9% |
| YTD | +1.4% | +14.1% | -12.8% | -1.5% |
| 1Y | -19.1% | +39.9% | -59.1% | -24.1% |
| 3Y | -12.6% | +20.5% | -33.1% | -17.4% |
| 5Y | -12.7% | -1.2% | -11.4% | -15.8% |
| All | +13.8% | +236.7% | -222.9% | -10.5% |
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