+1.9%
META vs IQV
+30.8%
-28.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.7% |
| 7D | +5.7% | +7.9% | -2.2% | +4.4% |
| 30D | -10.8% | +7.3% | -18.1% | -11.8% |
| 3M | +8.4% | +16.8% | -8.4% | +5.9% |
| 6M | +5.4% | +56.0% | -50.6% | -0.9% |
| YTD | -2.6% | +23.7% | -26.3% | -7.0% |
| All | +1.9% | +30.8% | -28.9% | -3.7% |
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 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