+62.8%
META vs IQV
+2.2%
+60.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.5% |
| 7D | +6.7% | +2.3% | +4.4% | +5.8% |
| 30D | +4.8% | +13.4% | -8.7% | -0.3% |
| 3M | -1.6% | +43.3% | -44.9% | -15.3% |
| 6M | -7.5% | +50.5% | -58.0% | -22.6% |
| YTD | -6.4% | +18.8% | -25.2% | -14.3% |
| 1Y | -17.3% | +45.5% | -62.8% | -31.7% |
| 3Y | +109.9% | +19.4% | +90.6% | +83.5% |
| All | +62.8% | +2.2% | +60.6% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling