+472.7%
LLY vs IQV
+8.4%
+464.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +1.4% | +4.1% | -2.7% | +0.2% |
| 30D | +21.5% | +4.7% | +16.8% | +19.8% |
| 3M | +18.5% | +12.6% | +5.9% | +14.3% |
| 6M | +49.1% | +58.2% | -9.1% | +30.0% |
| YTD | +34.4% | +21.8% | +12.6% | +25.4% |
| 1Y | +46.3% | +25.6% | +20.7% | +35.3% |
| 3Y | +145.5% | +40.1% | +105.4% | +115.2% |
| 5Y | +472.7% | +8.7% | +464.0% | +436.9% |
| All | +472.7% | +8.4% | +464.3% | +436.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling