+1,022.8%
NBIS vs IQV
+11.4%
+1,011.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.8% |
| 7D | -0.8% | -2.2% | +1.4% | -0.5% |
| 30D | -13.4% | +8.3% | -21.7% | -14.6% |
| 3M | +1.0% | +44.6% | -43.5% | -11.0% |
| 6M | +100.5% | +52.6% | +47.9% | +70.9% |
| YTD | +168.3% | +16.1% | +152.1% | +159.7% |
| 1Y | +151.8% | +37.3% | +114.5% | +122.2% |
| All | +1,022.8% | +11.4% | +1,011.4% | +906.8% |
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