+5,083.9%
LITE vs IQV
+250.3%
+4,833.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.4% | +5.4% | +4.6% |
| 7D | -1.5% | +2.3% | -3.8% | -2.6% |
| 30D | +6.7% | +13.4% | -6.8% | +0.5% |
| 3M | -6.8% | +43.3% | -50.0% | -23.8% |
| 6M | +29.4% | +50.5% | -21.1% | +1.3% |
| YTD | +139.1% | +18.8% | +120.3% | +107.2% |
| 1Y | +521.0% | +45.5% | +475.5% | +378.0% |
| 3Y | +1,535.3% | +19.4% | +1,515.9% | +1,261.4% |
| 5Y | +889.8% | +1.7% | +888.1% | +778.0% |
| 10Y | +2,400.7% | +247.9% | +2,152.8% | +1,040.4% |
| All | +5,083.9% | +250.3% | +4,833.5% | +2,274.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling