+50.0%
LULU vs IQV
+242.6%
-192.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +1.3% |
| 7D | -1.6% | -2.2% | +0.6% | -0.6% |
| 30D | -18.1% | +8.3% | -26.4% | -21.4% |
| 3M | -18.8% | +44.6% | -63.3% | -33.5% |
| 6M | -39.2% | +52.6% | -91.8% | -51.8% |
| YTD | -52.4% | +16.1% | -68.5% | -56.9% |
| 1Y | -40.3% | +37.3% | -77.6% | -50.8% |
| 3Y | -75.1% | +21.6% | -96.7% | -79.1% |
| 5Y | -76.7% | +0.5% | -77.2% | -78.6% |
| All | +50.0% | +242.6% | -192.6% | -22.7% |
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