+434.4%
LIN vs IQV
+511.9%
-77.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -2.9% |
| 30D | -2.4% | +13.4% | -15.9% | -6.4% |
| 3M | -5.6% | +43.3% | -48.9% | -16.7% |
| 6M | -3.4% | +50.5% | -53.9% | -17.1% |
| YTD | +13.1% | +18.8% | -5.7% | +4.4% |
| 1Y | +2.5% | +45.5% | -43.0% | -12.7% |
| 3Y | +27.6% | +19.4% | +8.2% | +12.6% |
| 5Y | +63.0% | +1.7% | +61.3% | +50.3% |
| 10Y | +359.3% | +247.9% | +111.3% | +171.4% |
| All | +434.4% | +511.9% | -77.5% | +188.2% |
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