+25.9%
LMT vs IQV
+25.1%
+0.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.3% | -6.9% |
| 7D | -5.5% | -5.5% | 0.0% | -5.3% |
| 30D | +17.5% | -0.9% | +18.3% | +17.4% |
| 3M | +1.6% | +15.6% | -14.0% | +0.7% |
| 6M | +16.3% | +63.9% | -47.6% | +12.7% |
| YTD | +25.3% | +17.0% | +8.2% | +21.8% |
| 1Y | +25.9% | +25.0% | +0.8% | +23.6% |
| All | +25.9% | +25.1% | +0.8% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling