+654.1%
LMT vs IQV
+487.2%
+166.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.0% |
| 7D | -1.3% | -2.6% | +1.3% | -0.9% |
| 30D | -12.5% | +6.2% | -18.7% | -13.6% |
| 3M | -0.5% | +38.0% | -38.4% | -6.7% |
| 6M | -20.0% | +43.9% | -64.0% | -25.9% |
| YTD | +10.4% | +14.0% | -3.6% | +6.4% |
| 1Y | +17.7% | +35.5% | -17.8% | +9.3% |
| 3Y | +34.3% | +20.3% | +13.9% | +24.4% |
| 5Y | +71.8% | -1.6% | +73.5% | +64.0% |
| 10Y | +187.0% | +233.4% | -46.5% | +88.5% |
| All | +654.1% | +487.2% | +166.8% | +345.6% |
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 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