+521.0%
LITE vs IQV
+46.0%
+475.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.4% | +5.4% | +3.6% |
| 7D | -1.5% | +2.3% | -3.8% | -0.9% |
| 30D | +6.7% | +13.4% | -6.8% | +10.3% |
| 3M | -6.8% | +43.3% | -50.0% | +0.3% |
| 6M | +29.4% | +50.5% | -21.1% | +39.7% |
| YTD | +139.1% | +18.8% | +120.3% | +168.7% |
| 1Y | +521.0% | +45.5% | +475.5% | +548.1% |
| All | +521.0% | +46.0% | +475.0% | +548.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling