+358.4%
LIN vs IQV
+234.0%
+124.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -0.8% |
| 7D | -3.5% | +0.3% | -3.8% | -3.6% |
| 30D | -4.1% | +8.6% | -12.7% | -6.8% |
| 3M | -6.4% | +41.1% | -47.5% | -17.5% |
| 6M | -2.4% | +48.6% | -51.0% | -16.5% |
| YTD | +10.9% | +15.0% | -4.1% | +3.2% |
| 1Y | 0.0% | +38.1% | -38.1% | -13.9% |
| 3Y | +25.8% | +21.4% | +4.4% | +9.0% |
| 5Y | +60.8% | -1.0% | +61.9% | +49.4% |
| 10Y | +358.4% | +233.0% | +125.4% | +160.9% |
| All | +358.4% | +234.0% | +124.4% | +160.9% |
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