+3,068.2%
LITE vs IQV
+255.7%
+2,812.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.0% | +4.5% |
| 7D | -35.9% | +1.7% | -37.6% | -36.2% |
| 30D | -51.5% | +5.3% | -56.8% | -52.5% |
| 3M | -35.7% | +17.0% | -52.7% | -40.5% |
| 6M | -43.0% | +54.0% | -97.0% | -55.8% |
| YTD | +46.1% | +20.6% | +25.5% | +25.2% |
| 1Y | +124.7% | +28.9% | +95.8% | +85.4% |
| 3Y | +1,172.1% | +37.0% | +1,135.0% | +877.7% |
| 5Y | +477.0% | +10.0% | +467.1% | +388.7% |
| 10Y | +1,465.7% | +274.5% | +1,191.2% | +593.3% |
| All | +3,068.2% | +255.7% | +2,812.5% | +1,335.2% |
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