+1,533.3%
LITE vs IQV
+259.6%
+1,273.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +9.5% |
| 7D | -12.9% | +7.9% | -20.8% | -15.8% |
| 30D | -46.0% | +7.3% | -53.3% | -47.5% |
| 3M | -33.0% | +16.8% | -49.8% | -38.0% |
| 6M | -34.0% | +56.0% | -90.1% | -49.4% |
| YTD | +61.7% | +23.7% | +38.0% | +36.6% |
| 1Y | +148.3% | +32.5% | +115.8% | +101.4% |
| 3Y | +1,408.5% | +45.3% | +1,363.2% | +1,010.7% |
| 5Y | +546.2% | +10.7% | +535.4% | +445.4% |
| 10Y | +1,533.3% | +259.0% | +1,274.4% | +541.3% |
| All | +1,533.3% | +259.6% | +1,273.7% | +541.3% |
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