+503.8%
LOW vs IQV
+487.2%
+16.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -0.6% | -2.6% | +2.0% | +0.4% |
| 30D | -9.3% | +6.2% | -15.5% | -11.6% |
| 3M | -8.1% | +38.0% | -46.0% | -20.1% |
| 6M | -19.8% | +43.9% | -63.7% | -32.2% |
| YTD | -16.4% | +14.0% | -30.4% | -23.0% |
| 1Y | -24.7% | +35.5% | -60.2% | -36.2% |
| 3Y | -8.8% | +20.3% | -29.2% | -22.1% |
| 5Y | +7.8% | -1.6% | +9.4% | -0.5% |
| 10Y | +233.8% | +233.4% | +0.4% | +78.8% |
| All | +503.8% | +487.2% | +16.5% | +173.9% |
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