+2,640.5%
LLY vs IQV
+511.9%
+2,128.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.4% |
| 7D | -2.1% | +2.3% | -4.4% | -2.9% |
| 30D | -1.6% | +13.4% | -15.0% | -5.6% |
| 3M | +2.3% | +43.3% | -41.0% | -9.3% |
| 6M | +14.9% | +50.5% | -35.6% | -0.3% |
| YTD | +7.5% | +18.8% | -11.3% | +0.1% |
| 1Y | +55.7% | +45.5% | +10.2% | +35.7% |
| 3Y | +110.6% | +19.4% | +91.2% | +90.5% |
| 5Y | +363.4% | +1.7% | +361.7% | +331.5% |
| 10Y | +1,649.0% | +247.9% | +1,401.0% | +916.4% |
| All | +2,640.5% | +511.9% | +2,128.6% | +1,291.3% |
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 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