+21.5%
LYV vs IQV
+25.1%
-3.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +2.0% | +2.4% |
| 7D | +6.2% | -5.5% | +11.7% | +6.9% |
| 30D | +7.3% | -0.9% | +8.2% | +7.4% |
| 3M | -0.3% | +15.6% | -15.9% | -2.0% |
| 6M | +16.2% | +63.9% | -47.7% | +9.2% |
| YTD | +28.5% | +17.0% | +11.5% | +25.3% |
| 1Y | +21.5% | +25.0% | -3.5% | +13.9% |
| All | +21.5% | +25.1% | -3.6% | +13.9% |
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 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