+232.7%
LITE vs IQV
+25.1%
+207.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.5% | -8.3% | -7.7% |
| 7D | -31.4% | -5.5% | -26.0% | -33.1% |
| 30D | -42.6% | -0.9% | -41.7% | -42.8% |
| 3M | -26.2% | +15.6% | -41.8% | -22.1% |
| 6M | -35.8% | +63.9% | -99.7% | -28.1% |
| YTD | +70.0% | +17.0% | +53.0% | +97.7% |
| 1Y | +232.7% | +25.0% | +207.7% | +280.0% |
| All | +232.7% | +25.1% | +207.6% | +280.0% |
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 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