+3,341.8%
LLY vs IQV
+505.9%
+2,835.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.8% |
| 7D | +6.6% | -2.5% | +9.1% | +7.4% |
| 30D | +19.4% | +1.2% | +18.2% | +18.8% |
| 3M | +19.6% | +9.8% | +9.8% | +15.7% |
| 6M | +42.6% | +53.8% | -11.2% | +23.2% |
| YTD | +35.0% | +17.6% | +17.4% | +25.8% |
| 1Y | +42.0% | +18.6% | +23.4% | +32.0% |
| 3Y | +140.5% | +36.9% | +103.6% | +107.8% |
| 5Y | +479.9% | +4.1% | +475.8% | +434.6% |
| 10Y | +2,059.2% | +243.7% | +1,815.5% | +1,157.2% |
| All | +3,341.8% | +505.9% | +2,835.9% | +1,648.5% |
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