+2,614.7%
LITE vs IQV
+233.5%
+2,381.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.5% |
| 7D | +13.6% | -2.6% | +16.2% | +14.6% |
| 30D | +21.6% | +6.2% | +15.4% | +17.7% |
| 3M | +20.3% | +38.0% | -17.6% | -0.8% |
| 6M | +54.4% | +43.9% | +10.4% | +21.7% |
| YTD | +168.3% | +14.0% | +154.3% | +135.4% |
| 1Y | +551.8% | +35.5% | +516.3% | +414.0% |
| 3Y | +1,891.5% | +20.3% | +1,871.2% | +1,522.9% |
| 5Y | +1,014.7% | -1.6% | +1,016.4% | +897.2% |
| 10Y | +2,614.7% | +233.4% | +2,381.3% | +989.6% |
| All | +2,614.7% | +233.5% | +2,381.3% | +989.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling