+14.5%
NET vs IQV
+25.1%
-10.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.0% | -2.7% |
| 7D | -16.4% | -5.5% | -10.9% | -14.8% |
| 30D | -25.8% | -0.9% | -25.0% | -25.5% |
| 3M | -11.5% | +15.6% | -27.1% | -15.1% |
| 6M | +18.9% | +63.9% | -45.0% | -1.2% |
| YTD | +35.2% | +17.0% | +18.2% | +27.5% |
| 1Y | +14.5% | +25.0% | -10.6% | +7.8% |
| All | +14.5% | +25.1% | -10.6% | +7.8% |
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 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