+248.8%
NBIS vs IQV
+46.0%
+202.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +7.3% |
| 7D | +8.2% | +2.3% | +5.9% | +8.6% |
| 30D | +3.4% | +13.4% | -10.1% | +5.5% |
| 3M | -12.8% | +43.3% | -56.1% | -12.8% |
| 6M | +131.5% | +50.5% | +81.0% | +127.0% |
| YTD | +170.5% | +18.8% | +151.7% | +189.4% |
| 1Y | +248.8% | +45.5% | +203.3% | +255.7% |
| All | +248.8% | +46.0% | +202.8% | +255.7% |
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