+495.0%
NEE vs IQV
+487.2%
+7.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -0.5% | -2.6% | +2.1% | +0.1% |
| 30D | -1.7% | +6.2% | -7.9% | -3.2% |
| 3M | -1.8% | +38.0% | -39.8% | -10.0% |
| 6M | -8.8% | +43.9% | -52.8% | -18.0% |
| YTD | +5.2% | +14.0% | -8.8% | -0.2% |
| 1Y | +21.3% | +35.5% | -14.2% | +9.1% |
| 3Y | +35.2% | +20.3% | +14.8% | +22.0% |
| 5Y | +10.1% | -1.6% | +11.8% | +3.9% |
| 10Y | +253.2% | +233.4% | +19.8% | +140.2% |
| All | +495.0% | +487.2% | +7.7% | +254.7% |
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 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