+28.0%
NBIS vs IQV
+25.1%
+2.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.1% | -6.6% |
| 7D | -22.4% | -5.5% | -16.9% | -23.4% |
| 30D | -39.1% | -0.9% | -38.3% | -39.2% |
| 3M | -37.3% | +15.6% | -52.9% | -35.0% |
| 6M | -19.8% | +63.9% | -83.7% | -21.5% |
| YTD | +69.1% | +17.0% | +52.0% | +83.1% |
| 1Y | +28.0% | +25.0% | +3.0% | +45.4% |
| All | +28.0% | +25.1% | +2.9% | +45.4% |
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