+574.3%
LHX vs IQV
+488.0%
+86.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -4.8% | -5.3% | +0.5% | -3.5% |
| 30D | -12.7% | +5.5% | -18.3% | -14.0% |
| 3M | -17.6% | +41.2% | -58.9% | -25.0% |
| 6M | -30.7% | +50.5% | -81.3% | -38.4% |
| YTD | -14.3% | +14.1% | -28.5% | -18.6% |
| 1Y | -8.4% | +39.9% | -48.3% | -18.0% |
| 3Y | +56.7% | +20.5% | +36.2% | +41.6% |
| 5Y | +18.5% | -1.2% | +19.7% | +11.3% |
| 10Y | +229.6% | +233.9% | -4.3% | +97.4% |
| All | +574.3% | +488.0% | +86.3% | +253.5% |
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 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