+35.0%
LMT vs IQV
+22.1%
+12.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.1% |
| 7D | -0.2% | -2.2% | +2.0% | -0.2% |
| 30D | -13.1% | +8.3% | -21.4% | -13.1% |
| 3M | -3.9% | +44.6% | -48.4% | -4.4% |
| 6M | -18.3% | +52.6% | -70.8% | -18.7% |
| YTD | +10.3% | +16.1% | -5.8% | +9.5% |
| 1Y | +14.2% | +37.3% | -23.0% | +13.6% |
| 3Y | +35.0% | +21.6% | +13.4% | +36.5% |
| All | +35.0% | +22.1% | +12.9% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling