+1,358.0%
LITE vs IQV
+36.2%
+1,321.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.1% |
| 7D | +10.8% | -2.5% | +13.2% | +11.3% |
| 30D | -33.4% | +1.2% | -34.6% | -33.4% |
| 3M | -32.2% | +9.8% | -42.0% | -33.4% |
| 6M | -42.1% | +53.8% | -95.9% | -48.9% |
| YTD | +61.9% | +17.6% | +44.2% | +56.4% |
| 1Y | +163.0% | +18.6% | +144.4% | +153.3% |
| 3Y | +1,358.0% | +36.9% | +1,321.1% | +1,008.0% |
| All | +1,358.0% | +36.2% | +1,321.8% | +1,008.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling