+68.5%
LIN vs IQV
+4.0%
+64.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.2% |
| 7D | +2.1% | -2.5% | +4.6% | +2.7% |
| 30D | +6.8% | +1.2% | +5.6% | +6.3% |
| 3M | +10.4% | +9.8% | +0.6% | +7.6% |
| 6M | +3.2% | +53.8% | -50.6% | -8.0% |
| YTD | +24.6% | +17.6% | +7.0% | +18.4% |
| 1Y | +24.4% | +18.6% | +5.8% | +17.8% |
| 3Y | +36.7% | +36.9% | -0.1% | +17.9% |
| All | +68.5% | +4.0% | +64.5% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling