+64.4%
LIN vs IQV
+10.6%
+53.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.4% |
| 7D | +0.1% | +7.9% | -7.8% | -1.6% |
| 30D | +7.6% | +7.3% | +0.3% | +5.7% |
| 3M | +6.5% | +16.8% | -10.3% | +2.4% |
| 6M | +6.2% | +56.0% | -49.8% | -5.5% |
| YTD | +23.2% | +23.7% | -0.5% | +15.7% |
| 1Y | +25.4% | +32.5% | -7.1% | +15.2% |
| 3Y | +38.3% | +45.3% | -7.0% | +17.4% |
| 5Y | +64.4% | +10.7% | +53.7% | +51.0% |
| All | +64.4% | +10.6% | +53.8% | +51.0% |
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