-6.9%
LVS vs IQV
+22.1%
-29.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | -3.5% | -2.2% | -1.2% | -2.9% |
| 30D | -6.2% | +8.3% | -14.5% | -8.2% |
| 3M | -14.8% | +44.6% | -59.4% | -23.3% |
| 6M | -20.9% | +52.6% | -73.4% | -29.9% |
| YTD | -33.0% | +16.1% | -49.2% | -36.7% |
| 1Y | -20.0% | +37.3% | -57.3% | -28.2% |
| 3Y | -6.9% | +21.6% | -28.5% | -18.8% |
| All | -6.9% | +22.1% | -29.0% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling