+18.7%
NEE vs IQV
+41.8%
-23.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.1% |
| 7D | -1.3% | -2.2% | +0.9% | -1.5% |
| 30D | -3.3% | +8.3% | -11.6% | -2.8% |
| 3M | -2.3% | +44.6% | -46.8% | +0.3% |
| 6M | -8.9% | +52.6% | -61.4% | -6.1% |
| YTD | +4.8% | +16.1% | -11.4% | +6.9% |
| 1Y | +18.7% | +37.3% | -18.5% | +19.4% |
| All | +18.7% | +41.8% | -23.1% | +19.4% |
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