+1,086.7%
NDAQ vs IQV
+511.9%
+574.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.3% |
| 7D | -2.4% | +2.3% | -4.7% | -3.3% |
| 30D | +2.5% | +13.4% | -11.0% | -2.3% |
| 3M | +9.9% | +43.3% | -33.4% | -4.4% |
| 6M | +9.4% | +50.5% | -41.1% | -7.3% |
| YTD | +0.4% | +18.8% | -18.4% | -7.3% |
| 1Y | +4.0% | +45.5% | -41.4% | -11.5% |
| 3Y | +94.4% | +19.4% | +75.0% | +71.8% |
| 5Y | +56.7% | +1.7% | +55.0% | +44.9% |
| 10Y | +375.3% | +247.9% | +127.4% | +171.8% |
| All | +1,086.7% | +511.9% | +574.8% | +491.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling