-21.1%
LOW vs IQV
+46.0%
-67.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.5% |
| 7D | -1.7% | +2.3% | -4.0% | -2.1% |
| 30D | -7.0% | +13.4% | -20.5% | -8.8% |
| 3M | -0.9% | +43.3% | -44.2% | -6.1% |
| 6M | -20.1% | +50.5% | -70.6% | -25.0% |
| YTD | -13.9% | +18.8% | -32.7% | -18.5% |
| 1Y | -21.1% | +45.5% | -66.6% | -26.8% |
| All | -21.1% | +46.0% | -67.1% | -26.8% |
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