+227.5%
LOW vs IQV
+242.6%
-15.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | -3.7% | -2.2% | -1.5% | -2.8% |
| 30D | -8.9% | +8.3% | -17.2% | -12.0% |
| 3M | -10.4% | +44.6% | -55.0% | -24.1% |
| 6M | -19.4% | +52.6% | -72.0% | -34.0% |
| YTD | -17.1% | +16.1% | -33.2% | -24.5% |
| 1Y | -26.3% | +37.3% | -63.5% | -38.3% |
| 3Y | -9.9% | +21.6% | -31.5% | -23.8% |
| 5Y | +6.1% | +0.5% | +5.6% | -3.0% |
| All | +227.5% | +242.6% | -15.1% | +73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling